Santori & Peters Inc’s UBS Group UBS Stock Holding History

Santori & Peters Inc’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 Q1	–	Sell	-311	Closed	-$5K	–	499
2017 Q4	$5K	Buy	+311	New	+$5.41K	﹤0.01%	450

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Santori & Peters Inc's UBS Position: Q1 2018 in Review

Santori & Peters Inc sold out of UBS Group (UBS) in Q1 2018, closing a stake of 311 shares — an estimated $5K sold.

Santori & Peters Inc first reported a position in UBS in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

Santori & Peters Inc reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 311 UBS Group shares in Q1 2018, an estimated $5K.
Santori & Peters Inc first reported a position in UBS Group in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's UBS Group position peaked at $5K in Q4 2017.
319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.