Pier 88 Investment Partners’s UBS Group UBS Stock Holding History

Pier 88 Investment Partners’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
2017 Q2	–	Sell	-21,200	Closed	-$338K	–	101
2017 Q1	$338K	Buy	+21,200	New	+$341K	0.14%	75

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pier 88 Investment Partners's UBS Position: Q2 2017 in Review

Pier 88 Investment Partners sold out of UBS Group (UBS) in Q2 2017, closing a stake of 21,200 shares — an estimated $338K sold.

Pier 88 Investment Partners first reported a position in UBS in Q1 2017 and held it in 1 quarter. The position peaked at $338K in Q1 2017. 261 funds tracked by Wall St. Rank hold UBS as of Q2 2017.

Pier 88 Investment Partners reported no remaining UBS Group position as of Q2 2017 after selling out during the quarter.
Pier 88 Investment Partners sold 21,200 UBS Group shares in Q2 2017, an estimated $338K.
Pier 88 Investment Partners first reported a position in UBS Group in Q1 2017 and held it in 1 quarter.
Pier 88 Investment Partners's UBS Group position peaked at $338K in Q1 2017.
261 funds tracked by Wall St. Rank held UBS Group as of Q2 2017.

Based on Pier 88 Investment Partners's 13F filing for Q2 2017, filed 17 Jul 2017.