NAM
UBS icon

NorthCoast Asset Management’s UBS Group UBS Stock Holding History

NorthCoast Asset 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
Q2 		– Sell
-113,279
Closed -$2M – 206
2018
Q1 		$2M Buy
+113,279
New +$2.15M 0.19% 91

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

NorthCoast Asset Management's UBS Position: Q2 2018 in Review

NorthCoast Asset Management sold out of UBS Group (UBS) in Q2 2018, closing a stake of 113,279 shares — an estimated $2M sold.

NorthCoast Asset Management first reported a position in UBS in Q1 2018 and held it in 1 quarter. The position peaked at $2M in Q1 2018. 299 funds tracked by Wall St. Rank hold UBS as of Q2 2018.

  • NorthCoast Asset Management reported no remaining UBS Group position as of Q2 2018 after selling out during the quarter.
  • NorthCoast Asset Management sold 113,279 UBS Group shares in Q2 2018, an estimated $2M.
  • NorthCoast Asset Management first reported a position in UBS Group in Q1 2018 and held it in 1 quarter.
  • NorthCoast Asset Management's UBS Group position peaked at $2M in Q1 2018.
  • 299 funds tracked by Wall St. Rank held UBS Group as of Q2 2018.

Based on NorthCoast Asset Management's 13F filing for Q2 2018, filed 15 Aug 2018.