TrueWealth LLC’s UBS Group UBS Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-900	Closed	-$17K	–	915
2017 Q4	$17K	Buy	+900	New	+$15.6K	0.01%	426

Other funds holding UBS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrueWealth LLC's UBS Position: Q1 2018 in Review

TrueWealth LLC sold out of UBS Group (UBS) in Q1 2018, closing a stake of 900 shares — an estimated $17K sold.

TrueWealth LLC first reported a position in UBS in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

TrueWealth LLC reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 900 UBS Group shares in Q1 2018, an estimated $17K.
TrueWealth LLC first reported a position in UBS Group in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's UBS Group position peaked at $17K in Q4 2017.
319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.