UBS Group’s Global X Guru Activist ETF ACTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-975
Closed -$15K 8429
2017
Q3
$15K Buy
975
+500
+105% +$7.67K ﹤0.01% 6681
2017
Q2
$7K Buy
+475
New +$7.14K ﹤0.01% 7014
2016
Q4
Sell
-2,193
Closed -$30K 8308
2016
Q3
$30K Buy
2,193
+56
+3% +$752 ﹤0.01% 5950
2016
Q2
$27K Buy
2,137
+30
+1% +$391 ﹤0.01% 6060
2016
Q1
$27K Buy
2,107
+115
+6% +$1.38K ﹤0.01% 5989
2015
Q4
$25K Buy
1,992
+1,314
+194% +$17.1K ﹤0.01% 6536
2015
Q3
$8K Buy
678
+475
+234% +$6.57K ﹤0.01% 7450
2015
Q2
$3K Buy
+203
New +$3.03K ﹤0.01% 8123

UBS Group's ACTX Position: Q4 2017 in Review

UBS Group sold out of Global X Guru Activist ETF (ACTX) in Q4 2017, closing a stake of 975 shares — an estimated $15K sold.

UBS Group first reported a position in ACTX in Q2 2015 and held it in 8 quarters. The position peaked at $30K in Q3 2016. 0 funds tracked by Wall St. Rank hold ACTX as of Q4 2017.

  • UBS Group reported no remaining Global X Guru Activist ETF position as of Q4 2017 after selling out during the quarter.
  • UBS Group sold 975 Global X Guru Activist ETF shares in Q4 2017, an estimated $15K.
  • UBS Group first reported a position in Global X Guru Activist ETF in Q2 2015 and held it in 8 quarters.
  • UBS Group's Global X Guru Activist ETF position peaked at $30K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Global X Guru Activist ETF as of Q4 2017.

Based on UBS Group's 13F filing for Q4 2017, filed 14 Feb 2018.