SeaCrest Wealth Management’s UBS Group UBS Stock Holding History

SeaCrest Wealth 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	-1,077	Closed	-$13K	–	1749
2019 Q1	$13K	Buy	1,077 +11	+1%	+$139	﹤0.01%	1454
2018 Q4	$13K	Hold	1,066	–	–	﹤0.01%	1420
2018 Q3	$17K	Sell	1,066 -200	-16%	-$3.14K	﹤0.01%	1455
2018 Q2	$19K	Buy	1,266 +14	+1%	+$228	﹤0.01%	1387
2018 Q1	$22K	Sell	1,252 -13	-1%	-$247	﹤0.01%	1297
2017 Q4	$23K	Buy	+1,265	New	+$22K	﹤0.01%	1295

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

SeaCrest Wealth Management's UBS Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of UBS Group (UBS) in Q2 2019, closing a stake of 1,077 shares — an estimated $13K sold.

SeaCrest Wealth Management first reported a position in UBS in Q4 2017 and held it in 6 quarters. The position peaked at $23K in Q4 2017. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

SeaCrest Wealth Management reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 1,077 UBS Group shares in Q2 2019, an estimated $13K.
SeaCrest Wealth Management first reported a position in UBS Group in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's UBS Group position peaked at $23K in Q4 2017.
308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.