Oxbow Advisors’s UBS Group UBS Stock Holding History

Oxbow 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
2019 Q4	–	Sell	-58,685	Closed	-$664K	–	305
2019 Q3	$664K	Sell	58,685 -31,220	-35%	-$351K	0.09%	177
2019 Q2	$1.06M	Buy	+89,905	New	+$1.1M	0.13%	147

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Oxbow Advisors's UBS Position: Q4 2019 in Review

Oxbow Advisors sold out of UBS Group (UBS) in Q4 2019, closing a stake of 58,685 shares — an estimated $664K sold.

Oxbow Advisors first reported a position in UBS in Q2 2019 and held it in 2 quarters. The position peaked at $1.06M in Q2 2019. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

Oxbow Advisors reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
Oxbow Advisors sold 58,685 UBS Group shares in Q4 2019, an estimated $664K.
Oxbow Advisors first reported a position in UBS Group in Q2 2019 and held it in 2 quarters.
Oxbow Advisors's UBS Group position peaked at $1.06M in Q2 2019.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Oxbow Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.