Paulson Wealth Management’s UBS Group UBS Stock Holding History

Paulson Wealth 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 Q1	–	Sell	-1,084	Closed	-$20K	–	499
2017 Q4	$20K	Buy	+1,084	New	+$18.8K	0.02%	289

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

Paulson Wealth Management's UBS Position: Q1 2018 in Review

Paulson Wealth Management sold out of UBS Group (UBS) in Q1 2018, closing a stake of 1,084 shares — an estimated $20K sold.

Paulson Wealth Management first reported a position in UBS in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

Paulson Wealth Management reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
Paulson Wealth Management sold 1,084 UBS Group shares in Q1 2018, an estimated $20K.
Paulson Wealth Management first reported a position in UBS Group in Q4 2017 and held it in 1 quarter.
Paulson Wealth Management's UBS Group position peaked at $20K in Q4 2017.
319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.