Shine Investment Advisory Services’s UBS Group UBS Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$21K	Sell	1,854 -128	-6%	-$1.53K	0.01%	445
2020 Q2	$23K	Hold	1,982	–	–	0.01%	446
2020 Q1	$18K	Hold	1,982	–	–	0.01%	441
2019 Q4	$25K	Hold	1,982	–	–	0.01%	450
2019 Q3	$22K	Sell	1,982 -1,517	-43%	-$17.1K	0.01%	447
2019 Q2	$41K	Hold	3,499	–	–	0.02%	336
2019 Q1	$42K	Buy	3,499 +137	+4%	+$1.74K	0.02%	337
2018 Q4	$42K	Hold	3,362	–	–	0.02%	309
2018 Q3	$53K	Hold	3,362	–	–	0.03%	289
2018 Q2	$52K	Hold	3,362	–	–	0.03%	305
2018 Q1	$59K	Hold	3,362	–	–	0.03%	270
2017 Q4	$62K	Sell	3,362 -285	-8%	-$4.95K	0.03%	259
2017 Q3	$63K	Sell	3,647 -1,343	-27%	-$23K	0.03%	253
2017 Q2	$85K	Buy	+4,990	New	+$81.1K	0.04%	174

Other funds holding UBS

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shine Investment Advisory Services's UBS Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its UBS Group (UBS) stake by 6.5% in Q3 2020, selling an estimated $1.53K and leaving 1,854 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #445.

Shine Investment Advisory Services first reported a position in UBS in Q2 2017 and has held it in 14 quarters since. The position peaked at $85K in Q2 2017. 303 funds tracked by Wall St. Rank hold UBS as of Q3 2020.

Shine Investment Advisory Services held 1,854 shares of UBS Group worth $21K as of Q3 2020.
Shine Investment Advisory Services sold 128 UBS Group shares in Q3 2020, an estimated $1.53K.
UBS Group made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #445 holding.
Shine Investment Advisory Services first reported a position in UBS Group in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's UBS Group position peaked at $85K in Q2 2017.
303 funds tracked by Wall St. Rank held UBS Group as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.