Royal Fund Management’s UBS Group UBS Stock Holding History

Royal Fund 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
2017 Q1	–	Sell	-1,160	Closed	-$18K	–	474
2016 Q4	$18K	Buy	+1,160	New	+$17.5K	0.01%	211

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Fund Management's UBS Position: Q1 2017 in Review

Royal Fund Management sold out of UBS Group (UBS) in Q1 2017, closing a stake of 1,160 shares — an estimated $18K sold.

Royal Fund Management first reported a position in UBS in Q4 2016 and held it in 1 quarter. The position peaked at $18K in Q4 2016. 249 funds tracked by Wall St. Rank hold UBS as of Q1 2017.

Royal Fund Management reported no remaining UBS Group position as of Q1 2017 after selling out during the quarter.
Royal Fund Management sold 1,160 UBS Group shares in Q1 2017, an estimated $18K.
Royal Fund Management first reported a position in UBS Group in Q4 2016 and held it in 1 quarter.
Royal Fund Management's UBS Group position peaked at $18K in Q4 2016.
249 funds tracked by Wall St. Rank held UBS Group as of Q1 2017.

Based on Royal Fund Management's 13F filing for Q1 2017, filed 7 May 2020.