Spot Trading’s UBS Group UBS Stock Holding History

Spot Trading’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 Q3	$174K	Buy	+10,135	New	+$173K	﹤0.01%	2312
2017 Q2	–	Sell	-21,796	Closed	-$348K	–	3449
2017 Q1	$348K	Buy	21,796 +1,330	+6%	+$21.4K	0.01%	1498
2016 Q4	$321K	Buy	+20,466	New	+$308K	0.01%	1652
2016 Q1	–	Sell	-3,862	Closed	-$62.7K	–	3988
2015 Q4	$75K	Buy	3,862 +348	+10%	+$6.79K	﹤0.01%	2919
2015 Q3	$65K	Buy	+3,514	New	+$74.5K	﹤0.01%	3202
2015 Q2	–	Sell	-37	Closed	-$773	–	4277
2015 Q1	$1K	Buy	+37	New	+$644	﹤0.01%	3800

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Spot Trading's UBS Position: Q3 2017 in Review

Spot Trading opened a new position in UBS Group (UBS) in Q3 2017: 10,135 shares worth $174K. The stake represents ﹤0.01% of the portfolio and ranks #2312 among its holdings. This is a return to the name: Spot Trading previously reported a position in UBS as recently as Q1 2017.

Spot Trading first reported a position in UBS in Q1 2015 and has held it in 6 quarters since. The position peaked at $348K in Q1 2017. 258 funds tracked by Wall St. Rank hold UBS as of Q3 2017.

Spot Trading held 10,135 shares of UBS Group worth $174K as of Q3 2017.
UBS Group was a new Spot Trading position in Q3 2017.
UBS Group made up ﹤0.01% of Spot Trading's portfolio in Q3 2017, its #2312 holding.
Spot Trading first reported a position in UBS Group in Q1 2015 and has held it in 6 quarters since.
Spot Trading's UBS Group position peaked at $348K in Q1 2017.
258 funds tracked by Wall St. Rank held UBS Group as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.