Reilly Financial Advisors’s UBS Group UBS Stock Holding History

Reilly Financial Advisors’s Portfolio UBS Stock Details UBS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell
2016 Q2	$5K	Sell
2016 Q1	$6.95M	Buy
2015 Q4	$8.06M	Buy
2013 Q3	–	Sell
2013 Q2	$10K	Buy