New Vernon Investment Management’s UBS Group UBS Stock Holding History

New Vernon Investment Management’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
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%	21
2018 Q1	$1.94M	Hold	110,000	–	–	2.32%	20
2017 Q4	$2.02M	Hold	110,000	–	–	2.11%	22
2017 Q3	$1.89M	Hold	110,000	–	–	2.1%	20
2017 Q2	$1.87M	Buy	+110,000	New	+$1.79M	2.35%	18

Other funds holding UBS

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

New Vernon Investment Management's UBS Position: Q4 2018 in Review

New Vernon Investment Management sold out of UBS Group (UBS) in Q4 2018, closing a stake of 110,000 shares — an estimated $1.73M sold.

New Vernon Investment Management first reported a position in UBS in Q2 2017 and held it in 6 quarters. The position peaked at $2.02M in Q4 2017. 315 funds tracked by Wall St. Rank hold UBS as of Q4 2018.

New Vernon Investment Management reported no remaining UBS Group position as of Q4 2018 after selling out during the quarter.
New Vernon Investment Management sold 110,000 UBS Group shares in Q4 2018, an estimated $1.73M.
New Vernon Investment Management first reported a position in UBS Group in Q2 2017 and held it in 6 quarters.
New Vernon Investment Management's UBS Group position peaked at $2.02M in Q4 2017.
315 funds tracked by Wall St. Rank held UBS Group as of Q4 2018.

Based on New Vernon Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.