MYCIO Wealth Partners’s UBS Group UBS Stock Holding History

MYCIO Wealth Partners’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 Q3	–	Sell	-13,808	Closed	-$234K	–	258
2017 Q2	$234K	Buy	13,808 +140	+1%	+$2.28K	0.03%	205
2017 Q1	$218K	Hold	13,668	–	–	0.03%	216
2016 Q4	$214K	Buy	+13,668	New	+$206K	0.03%	196
2016 Q3	–	Sell	-60	Closed	-$1K	–	1028
2016 Q2	$1K	Buy	+60	New	+$917	﹤0.01%	1030
2015 Q4	–	Sell	-65	Closed	-$1K	–	825
2015 Q3	$1K	Buy	+65	New	+$1.38K	﹤0.01%	831

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

MYCIO Wealth Partners's UBS Position: Q3 2017 in Review

MYCIO Wealth Partners sold out of UBS Group (UBS) in Q3 2017, closing a stake of 13,808 shares — an estimated $234K sold.

MYCIO Wealth Partners first reported a position in UBS in Q3 2015 and held it in 5 quarters. The position peaked at $234K in Q2 2017. 258 funds tracked by Wall St. Rank hold UBS as of Q3 2017.

MYCIO Wealth Partners reported no remaining UBS Group position as of Q3 2017 after selling out during the quarter.
MYCIO Wealth Partners sold 13,808 UBS Group shares in Q3 2017, an estimated $234K.
MYCIO Wealth Partners first reported a position in UBS Group in Q3 2015 and held it in 5 quarters.
MYCIO Wealth Partners's UBS Group position peaked at $234K in Q2 2017.
258 funds tracked by Wall St. Rank held UBS Group as of Q3 2017.

Based on MYCIO Wealth Partners's 13F filing for Q3 2017, filed 19 Oct 2017.