One Wealth Advisors’s UBS Group UBS Stock Holding History

One Wealth Advisors’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	-4,362	Closed	-$80K	–	578
2017 Q4	$80K	Buy	+4,362	New	+$75.8K	0.07%	231

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

One Wealth Advisors's UBS Position: Q1 2018 in Review

One Wealth Advisors sold out of UBS Group (UBS) in Q1 2018, closing a stake of 4,362 shares — an estimated $80K sold.

One Wealth Advisors first reported a position in UBS in Q4 2017 and held it in 1 quarter. The position peaked at $80K in Q4 2017. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

One Wealth Advisors reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
One Wealth Advisors sold 4,362 UBS Group shares in Q1 2018, an estimated $80K.
One Wealth Advisors first reported a position in UBS Group in Q4 2017 and held it in 1 quarter.
One Wealth Advisors's UBS Group position peaked at $80K in Q4 2017.
319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on One Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.