Ropes Wealth Advisors’s UBS Group UBS Stock Holding History

Ropes Wealth 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	-1,100	Closed	-$12K	–	561
2019 Q3	$12K	Hold	1,100	–	–	﹤0.01%	467
2019 Q2	$13K	Hold	1,100	–	–	﹤0.01%	463
2019 Q1	$13K	Hold	1,100	–	–	﹤0.01%	434
2018 Q4	$14K	Hold	1,100	–	–	﹤0.01%	407
2018 Q3	$17K	Hold	1,100	–	–	﹤0.01%	421
2018 Q2	$17K	Hold	1,100	–	–	﹤0.01%	432
2018 Q1	$19K	Hold	1,100	–	–	0.01%	410
2017 Q4	$20K	Hold	1,100	–	–	0.01%	445
2017 Q3	$19K	Hold	1,100	–	–	0.01%	417
2017 Q2	$19K	Hold	1,100	–	–	0.01%	402
2017 Q1	$18K	Hold	1,100	–	–	0.01%	411
2016 Q4	$17K	Hold	1,100	–	–	0.01%	417
2016 Q3	$15K	Hold	1,100	–	–	0.01%	391
2016 Q2	$14K	Hold	1,100	–	–	﹤0.01%	351
2016 Q1	$18K	Hold	1,100	–	–	0.01%	295
2015 Q4	$21K	Hold	1,100	–	–	0.01%	306
2015 Q3	$20K	Buy	+1,100	New	+$23.3K	0.01%	315

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

Ropes Wealth Advisors's UBS Position: Q4 2019 in Review

Ropes Wealth Advisors sold out of UBS Group (UBS) in Q4 2019, closing a stake of 1,100 shares — an estimated $12K sold.

Ropes Wealth Advisors first reported a position in UBS in Q3 2015 and held it in 17 quarters. The position peaked at $21K in Q4 2015. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

Ropes Wealth Advisors reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 1,100 UBS Group shares in Q4 2019, an estimated $12K.
Ropes Wealth Advisors first reported a position in UBS Group in Q3 2015 and held it in 17 quarters.
Ropes Wealth Advisors's UBS Group position peaked at $21K in Q4 2015.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Ropes Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.