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Mountain Capital Investment Advisors’s UBS Group UBS Stock Holding History

Mountain Capital Investment Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,949
Closed -$119K – 400
2017
Q3 		$119K Hold
6,949
– – 0.11% 55
2017
Q2 		$118K Buy
+6,949
New +$113K 0.12% 76

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Mountain Capital Investment Advisors's UBS Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of UBS Group (UBS) in Q4 2017, closing a stake of 6,949 shares — an estimated $119K sold.

Mountain Capital Investment Advisors first reported a position in UBS in Q2 2017 and held it in 2 quarters. The position peaked at $119K in Q3 2017. 289 funds tracked by Wall St. Rank hold UBS as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining UBS Group position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 6,949 UBS Group shares in Q4 2017, an estimated $119K.
  • Mountain Capital Investment Advisors first reported a position in UBS Group in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's UBS Group position peaked at $119K in Q3 2017.
  • 289 funds tracked by Wall St. Rank held UBS Group as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.