Squar Milner Financial Services’s UBS Group UBS Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-285	Closed	-$2K	–	684
2020 Q1	$2K	Hold	285	–	–	﹤0.01%	690
2019 Q4	$3K	Buy	+285	New	+$3.39K	﹤0.01%	713
2019 Q3	–	Sell	-285	Closed	-$3K	–	681
2019 Q2	$3K	Hold	285	–	–	﹤0.01%	691
2019 Q1	$3K	Hold	285	–	–	﹤0.01%	746
2018 Q4	$4K	Hold	285	–	–	﹤0.01%	620
2018 Q3	$4K	Hold	285	–	–	﹤0.01%	662
2018 Q2	$4K	Buy	+285	New	+$4.63K	﹤0.01%	755

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Squar Milner Financial Services's UBS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of UBS Group (UBS) in Q2 2020, closing a stake of 285 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in UBS in Q2 2018 and held it in 7 quarters. The position peaked at $4K in Q4 2018. 304 funds tracked by Wall St. Rank hold UBS as of Q2 2020.

Squar Milner Financial Services reported no remaining UBS Group position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 285 UBS Group shares in Q2 2020, an estimated $2K.
Squar Milner Financial Services first reported a position in UBS Group in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's UBS Group position peaked at $4K in Q4 2018.
304 funds tracked by Wall St. Rank held UBS Group as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.