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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 		$172K Buy
+10,000
New +$171K ﹤0.01% 2323
2017
Q2 		– Sell
-50,000
Closed -$798K – 3450
2017
Q1 		$798K Hold
50,000
– – 0.03% 902
2016
Q4 		$784K Buy
+50,000
New +$753K 0.02% 1124
2016
Q1 		– Sell
-8,500
Closed -$165K – 3989
2015
Q4 		$165K Hold
8,500
– – ﹤0.01% 2575
2015
Q3 		$157K Buy
+8,500
New +$180K ﹤0.01% 2834

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

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.