Suntrust Banks’s UBS Group UBS Stock Holding History

Suntrust Banks’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 Q3	–	Sell	-10,440	Closed	-$123K	–	1366
2019 Q2	$123K	Sell	10,440 -3,463	-25%	-$42.4K	﹤0.01%	1288
2019 Q1	$168K	Buy	13,903 +3,301	+31%	+$41.8K	﹤0.01%	1241
2018 Q4	$131K	Buy	+10,602	New	+$144K	﹤0.01%	1219
2018 Q3	–	Sell	-15,236	Closed	-$234K	–	1313
2018 Q2	$234K	Sell	15,236 -1,161	-7%	-$18.9K	﹤0.01%	1169
2018 Q1	$289K	Buy	+16,397	New	+$312K	﹤0.01%	1072
2017 Q4	–	Sell	-17,736	Closed	-$304K	–	1303
2017 Q3	$304K	Buy	+17,736	New	+$303K	﹤0.01%	1048
2017 Q1	–	Sell	-12,044	Closed	-$187K	–	1490
2016 Q4	$187K	Sell	12,044 -106	-0.9%	-$1.6K	﹤0.01%	1478
2016 Q3	$164K	Buy	12,150 +1,228	+11%	+$16.7K	﹤0.01%	1461
2016 Q2	$140K	Sell	10,922 -1,041	-9%	-$15.9K	﹤0.01%	1437
2016 Q1	$190K	Sell	11,963 -12,683	-51%	-$206K	﹤0.01%	1358
2015 Q4	$475K	Sell	24,646 -182,797	-88%	-$3.57M	﹤0.01%	955
2015 Q3	$3.84M	Buy	207,443 +193,680	+1,407%	+$4.1M	0.03%	290
2015 Q2	$291K	Buy	13,763 +1,903	+16%	+$39.7K	﹤0.01%	1030
2015 Q1	$221K	Buy	+11,860	New	+$206K	﹤0.01%	1151

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T 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 $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Suntrust Banks's UBS Position: Q3 2019 in Review

Suntrust Banks sold out of UBS Group (UBS) in Q3 2019, closing a stake of 10,440 shares — an estimated $123K sold.

Suntrust Banks first reported a position in UBS in Q1 2015 and held it in 14 quarters. The position peaked at $3.84M in Q3 2015. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

Suntrust Banks reported no remaining UBS Group position as of Q3 2019 after selling out during the quarter.
Suntrust Banks sold 10,440 UBS Group shares in Q3 2019, an estimated $123K.
Suntrust Banks first reported a position in UBS Group in Q1 2015 and held it in 14 quarters.
Suntrust Banks's UBS Group position peaked at $3.84M in Q3 2015.
289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.