Requisite Capital Management’s UBS Group UBS Stock Holding History

Requisite Capital 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
2019 Q2	–	Sell	-238	Closed	-$3K	–	202
2019 Q1	$3K	Buy	+238	New	+$3.02K	﹤0.01%	192

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Requisite Capital Management's UBS Position: Q2 2019 in Review

Requisite Capital Management sold out of UBS Group (UBS) in Q2 2019, closing a stake of 238 shares — an estimated $3K sold.

Requisite Capital Management first reported a position in UBS in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

Requisite Capital Management reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
Requisite Capital Management sold 238 UBS Group shares in Q2 2019, an estimated $3K.
Requisite Capital Management first reported a position in UBS Group in Q1 2019 and held it in 1 quarter.
Requisite Capital Management's UBS Group position peaked at $3K in Q1 2019.
308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Requisite Capital Management's 13F filing for Q2 2019, filed 5 Aug 2019.