NVIM
New Vernon Investment Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-110,000
| Closed | -$1.73M | – | 51 |
|
|
2018
Q3 | $1.73M | Hold |
110,000
| – | – | 2.05% | 20 |
|
|
2018
Q2 | $1.69M | Hold |
110,000
| – | – | 1.92% | 20 |
|
|
2018
Q1 | $1.94M | Hold |
110,000
| – | – | 2.32% | 20 |
|
|
2017
Q4 | $2.02M | Hold |
110,000
| – | – | 2.11% | 21 |
|
|
2017
Q3 | $1.89M | Hold |
110,000
| – | – | 2.1% | 19 |
|
|
2017
Q2 | $1.87M | Buy |
+110,000
| New | +$1.87M | 2.35% | 18 |
|