Proficio Capital Partners’s UBS Group UBS Stock Holding History

Proficio Capital 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
2019 Q1	–	Sell	-1,067	Closed	-$13K	–	1771
2018 Q4	$13K	Sell	1,067 -661	-38%	-$8.96K	0.01%	673
2018 Q3	$27K	Buy	1,728 +561	+48%	+$8.82K	0.01%	509
2018 Q2	$18K	Sell	1,167 -365	-24%	-$5.94K	0.01%	643
2018 Q1	$27K	Buy	1,532 +487	+47%	+$9.26K	0.01%	506
2017 Q4	$19K	Buy	1,045 +132	+14%	+$2.29K	0.01%	609
2017 Q3	$16K	Buy	913 +7	+0.8%	+$120	0.01%	651
2017 Q2	$16K	Buy	906 +10	+1%	+$163	0.01%	669
2017 Q1	$15K	Buy	896 +333	+59%	+$5.36K	0.01%	706
2016 Q4	$9K	Buy	563 +476	+547%	+$7.17K	﹤0.01%	634
2016 Q3	$1K	Hold	87	–	–	﹤0.01%	1030
2016 Q2	$1K	Buy	+87	New	+$1.33K	﹤0.01%	955

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Proficio Capital Partners's UBS Position: Q1 2019 in Review

Proficio Capital Partners sold out of UBS Group (UBS) in Q1 2019, closing a stake of 1,067 shares — an estimated $13K sold.

Proficio Capital Partners first reported a position in UBS in Q2 2016 and held it in 11 quarters. The position peaked at $27K in Q3 2018. 327 funds tracked by Wall St. Rank hold UBS as of Q1 2019.

Proficio Capital Partners reported no remaining UBS Group position as of Q1 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,067 UBS Group shares in Q1 2019, an estimated $13K.
Proficio Capital Partners first reported a position in UBS Group in Q2 2016 and held it in 11 quarters.
Proficio Capital Partners's UBS Group position peaked at $27K in Q3 2018.
327 funds tracked by Wall St. Rank held UBS Group as of Q1 2019.

Based on Proficio Capital Partners's 13F filing for Q1 2019, filed 13 May 2019.