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TRUE Private Wealth Advisors’s UBS Group UBS Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-6,793
Closed -$107K – 864
2018
Q3 		$107K Buy
+6,793
New +$107K 0.02% 346

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

TRUE Private Wealth Advisors's UBS Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of UBS Group (UBS) in Q4 2018, closing a stake of 6,793 shares — an estimated $107K sold.

TRUE Private Wealth Advisors first reported a position in UBS in Q3 2018 and held it in 1 quarter. The position peaked at $107K in Q3 2018. 315 funds tracked by Wall St. Rank hold UBS as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining UBS Group position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 6,793 UBS Group shares in Q4 2018, an estimated $107K.
  • TRUE Private Wealth Advisors first reported a position in UBS Group in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's UBS Group position peaked at $107K in Q3 2018.
  • 315 funds tracked by Wall St. Rank held UBS Group as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.