Omnia Family Wealth’s UBS Group UBS Stock Holding History

Omnia Family Wealth’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	-1,226	Closed	-$23K	–	634
2017 Q4	$23K	Buy	+1,226	New	+$21.3K	0.01%	222

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

Omnia Family Wealth's UBS Position: Q1 2018 in Review

Omnia Family Wealth sold out of UBS Group (UBS) in Q1 2018, closing a stake of 1,226 shares — an estimated $23K sold.

Omnia Family Wealth first reported a position in UBS in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

Omnia Family Wealth reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
Omnia Family Wealth sold 1,226 UBS Group shares in Q1 2018, an estimated $23K.
Omnia Family Wealth first reported a position in UBS Group in Q4 2017 and held it in 1 quarter.
Omnia Family Wealth's UBS Group position peaked at $23K in Q4 2017.
319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on Omnia Family Wealth's 13F filing for Q1 2018, filed 11 May 2018.