TCI Wealth Advisors’s UBS Group UBS Stock Holding History

TCI Wealth Advisors’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 Q1	–	Sell	-328	Closed	-$4K	–	1772
2019 Q4	$4K	Buy	+328	New	+$3.9K	﹤0.01%	954
2018 Q4	–	Sell	-37	Closed	-$1K	–	1659
2018 Q3	$1K	Sell	37 -570	-94%	-$8.96K	﹤0.01%	1340
2018 Q2	$9K	Buy	+607	New	+$9.87K	﹤0.01%	661

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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 $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

TCI Wealth Advisors's UBS Position: Q1 2020 in Review

TCI Wealth Advisors sold out of UBS Group (UBS) in Q1 2020, closing a stake of 328 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in UBS in Q2 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

TCI Wealth Advisors reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 328 UBS Group shares in Q1 2020, an estimated $4K.
TCI Wealth Advisors first reported a position in UBS Group in Q2 2018 and held it in 3 quarters.
TCI Wealth Advisors's UBS Group position peaked at $9K in Q2 2018.
300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.