MWP
UBS.PRD

MYCIO Wealth Partners’s UBS PFD FUNDING TST IV TST PFD SECS UBS.PRD Stock Holding History

MYCIO Wealth Partners’s Portfolio UBS.PRD Stock Details UBS.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-64
Closed -$1K – 1191
2016
Q1 		$1K Buy
+64
New +$1.08K ﹤0.01% 826
2015
Q4 		– Sell
-468
Closed -$9K – 938
2015
Q3 		$9K Buy
+468
New +$8.83K ﹤0.01% 582

MYCIO Wealth Partners's UBS.PRD Position: Q2 2016 in Review

MYCIO Wealth Partners sold out of UBS PFD FUNDING TST IV TST PFD SECS (UBS.PRD) in Q2 2016, closing a stake of 64 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in UBS.PRD in Q3 2015 and held it in 2 quarters. The position peaked at $9K in Q3 2015. 0 funds tracked by Wall St. Rank hold UBS.PRD as of Q2 2016.

  • MYCIO Wealth Partners reported no remaining UBS PFD FUNDING TST IV TST PFD SECS position as of Q2 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 64 UBS PFD FUNDING TST IV TST PFD SECS shares in Q2 2016, an estimated $1K.
  • MYCIO Wealth Partners first reported a position in UBS PFD FUNDING TST IV TST PFD SECS in Q3 2015 and held it in 2 quarters.
  • MYCIO Wealth Partners's UBS PFD FUNDING TST IV TST PFD SECS position peaked at $9K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held UBS PFD FUNDING TST IV TST PFD SECS as of Q2 2016.

Based on MYCIO Wealth Partners's 13F filing for Q2 2016, filed 10 Aug 2016.