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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 – 1304
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return