MSI Financial Services’s UBS Group UBS Stock Holding History

MSI Financial Services’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
2016 Q4	$17K	Buy	1,101 +218	+25%	+$3.28K	﹤0.01%	2510
2016 Q3	$12K	Buy	883 +12	+1%	+$163	﹤0.01%	2703
2016 Q2	$11K	Sell	871 -331	-28%	-$5.06K	﹤0.01%	2734
2016 Q1	$19K	Buy	1,202 +388	+48%	+$6.3K	﹤0.01%	2349
2015 Q4	$16K	Buy	814 +569	+232%	+$11.1K	﹤0.01%	2450
2015 Q3	$5K	Buy	+245	New	+$5.19K	﹤0.01%	2425
2015 Q2	–	Sell	-708	Closed	-$13K	–	3255
2015 Q1	$13K	Sell	708 -717	-50%	-$12.5K	﹤0.01%	2030
2014 Q4	$24K	Buy	+1,425	New	+$24.4K	﹤0.01%	1445

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MSI Financial Services's UBS Position: Q4 2016 in Review

MSI Financial Services increased its UBS Group (UBS) stake by 25% in Q4 2016, buying an estimated $3.28K and bringing the position to 1,101 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

MSI Financial Services first reported a position in UBS in Q4 2014 and has held it in 8 quarters since. The position peaked at $24K in Q4 2014. 253 funds tracked by Wall St. Rank hold UBS as of Q4 2016.

MSI Financial Services held 1,101 shares of UBS Group worth $17K as of Q4 2016.
MSI Financial Services bought 218 UBS Group shares in Q4 2016, an estimated $3.28K.
UBS Group made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2510 holding.
MSI Financial Services first reported a position in UBS Group in Q4 2014 and has held it in 8 quarters since.
MSI Financial Services's UBS Group position peaked at $24K in Q4 2014.
253 funds tracked by Wall St. Rank held UBS Group as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.