UBS Group’s Eagle Financial Bancorp, Inc. Common Stock EFBI Stock Holding History

UBS Group’s Portfolio EFBI Stock Details EFBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-153	Closed	-$2K	–	8684
2019 Q3	$2K	Hold	153	–	–	﹤0.01%	7797
2019 Q2	$2K	Sell	153 -510	-77%	-$8.06K	﹤0.01%	7678
2019 Q1	$11K	Sell	663 -239	-26%	-$3.74K	﹤0.01%	6788
2018 Q4	$14K	Sell	902 -108	-11%	-$1.67K	﹤0.01%	7069
2018 Q3	$16K	Buy	1,010 +316	+46%	+$5.06K	﹤0.01%	6948
2018 Q2	$11K	Sell	694 -1,030	-60%	-$16.4K	﹤0.01%	7102
2018 Q1	$27K	Buy	1,724 +200	+13%	+$3.19K	﹤0.01%	6202
2017 Q4	$25K	Buy	+1,524	New	+$25.3K	﹤0.01%	6391

Other funds holding EFBI

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

QCG

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

LWM

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

UBS Group's EFBI Position: Q4 2019 in Review

UBS Group sold out of Eagle Financial Bancorp, Inc. Common Stock (EFBI) in Q4 2019, closing a stake of 153 shares — an estimated $2K sold.

UBS Group first reported a position in EFBI in Q4 2017 and held it in 8 quarters. The position peaked at $27K in Q1 2018. 3 funds tracked by Wall St. Rank hold EFBI as of Q4 2019.

UBS Group reported no remaining Eagle Financial Bancorp, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
UBS Group sold 153 Eagle Financial Bancorp, Inc. Common Stock shares in Q4 2019, an estimated $2K.
UBS Group first reported a position in Eagle Financial Bancorp, Inc. Common Stock in Q4 2017 and held it in 8 quarters.
UBS Group's Eagle Financial Bancorp, Inc. Common Stock position peaked at $27K in Q1 2018.
3 funds tracked by Wall St. Rank held Eagle Financial Bancorp, Inc. Common Stock as of Q4 2019.

Based on UBS Group's 13F filing for Q4 2019, filed 14 Feb 2020.