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San Francisco Sentry Investment Group’s UBS Group UBS Stock Holding History

San Francisco Sentry Investment Group’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
2018
Q2 		– Sell
-912
Closed -$16K – 873
2018
Q1 		$16K Hold
912
– – ﹤0.01% 625
2017
Q4 		$17K Sell
912
-250
-22% -$4.34K 0.01% 606
2017
Q3 		$20K Hold
1,162
– – 0.01% 555
2017
Q2 		$20K Buy
+1,162
New +$18.9K 0.01% 460

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CS
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

San Francisco Sentry Investment Group's UBS Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of UBS Group (UBS) in Q2 2018, closing a stake of 912 shares — an estimated $16K sold.

San Francisco Sentry Investment Group first reported a position in UBS in Q2 2017 and held it in 4 quarters. The position peaked at $20K in Q3 2017. 299 funds tracked by Wall St. Rank hold UBS as of Q2 2018.

  • San Francisco Sentry Investment Group reported no remaining UBS Group position as of Q2 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 912 UBS Group shares in Q2 2018, an estimated $16K.
  • San Francisco Sentry Investment Group first reported a position in UBS Group in Q2 2017 and held it in 4 quarters.
  • San Francisco Sentry Investment Group's UBS Group position peaked at $20K in Q3 2017.
  • 299 funds tracked by Wall St. Rank held UBS Group as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.