Rational Advisors’s UBS Group UBS Stock Holding History

Rational 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	-15,070	Closed	-$170K	–	579
2019 Q3	$170K	Hold	15,070	–	–	0.07%	245
2019 Q2	$179K	Buy	+15,070	New	+$185K	0.06%	234

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

Rational Advisors's UBS Position: Q4 2019 in Review

Rational Advisors sold out of UBS Group (UBS) in Q4 2019, closing a stake of 15,070 shares — an estimated $170K sold.

Rational Advisors first reported a position in UBS in Q2 2019 and held it in 2 quarters. The position peaked at $179K in Q2 2019. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

Rational Advisors reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
Rational Advisors sold 15,070 UBS Group shares in Q4 2019, an estimated $170K.
Rational Advisors first reported a position in UBS Group in Q2 2019 and held it in 2 quarters.
Rational Advisors's UBS Group position peaked at $179K in Q2 2019.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

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