Nikko Asset Management Americas’s UBS Group UBS Stock Holding History

Nikko Asset Management Americas’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 Q1	–	Sell	-19,200	Closed	-$328K	–	255
2017 Q4	$328K	Hold	19,200	–	–	0.01%	170
2017 Q3	$328K	Buy	+19,200	New	+$328K	0.02%	181
2017 Q1	–	Sell	-16,400	Closed	-$256K	–	330
2016 Q4	$256K	Sell	16,400 -3,700	-18%	-$55.7K	0.02%	222
2016 Q3	$274K	Buy	+20,100	New	+$274K	0.02%	213

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Nikko Asset Management Americas's UBS Position: Q1 2018 in Review

Nikko Asset Management Americas sold out of UBS Group (UBS) in Q1 2018, closing a stake of 19,200 shares — an estimated $328K sold.

Nikko Asset Management Americas first reported a position in UBS in Q3 2016 and held it in 4 quarters. The position peaked at $328K in Q4 2017. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

Nikko Asset Management Americas reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
Nikko Asset Management Americas sold 19,200 UBS Group shares in Q1 2018, an estimated $328K.
Nikko Asset Management Americas first reported a position in UBS Group in Q3 2016 and held it in 4 quarters.
Nikko Asset Management Americas's UBS Group position peaked at $328K in Q4 2017.
319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on Nikko Asset Management Americas's 13F filing for Q1 2018, filed 23 Apr 2018.