UBS Group’s Global X JPMorgan Efficiente Index ETF EFFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,643
| Closed | -$42K | – | 8589 |
|
|
2019
Q2 | $42K | Buy |
1,643
+203
| +14% | +$5.12K | ﹤0.01% | 6078 |
|
|
2019
Q1 | $36K | Buy |
1,440
+1,300
| +929% | +$32.2K | ﹤0.01% | 5798 |
|
|
2018
Q4 | $3K | Sell |
140
-1,100
| -89% | -$28K | ﹤0.01% | 7769 |
|
|
2018
Q3 | $33K | Hold |
1,240
| – | – | ﹤0.01% | 6480 |
|
|
2018
Q2 | $33K | Buy |
1,240
+945
| +320% | +$25K | ﹤0.01% | 6331 |
|
|
2018
Q1 | $8K | Sell |
295
-29
| -9% | -$770 | ﹤0.01% | 7042 |
|
|
2017
Q4 | $8K | Hold |
324
| – | – | ﹤0.01% | 7190 |
|
|
2017
Q3 | $8K | Sell |
324
-175
| -35% | -$4.56K | ﹤0.01% | 7033 |
|
|
2017
Q2 | $13K | Buy |
+499
| New | +$12.7K | ﹤0.01% | 6619 |
|
|
2017
Q1 | – | Sell |
-1,336
| Closed | -$32K | – | 8207 |
|
|
2016
Q4 | $32K | Sell |
1,336
-225
| -14% | -$5.47K | ﹤0.01% | 6192 |
|
|
2016
Q3 | $38K | Sell |
1,561
-1,100
| -41% | -$27K | ﹤0.01% | 5740 |
|
|
2016
Q2 | $65K | Sell |
2,661
-11
| -0.4% | -$256 | ﹤0.01% | 5328 |
|
|
2016
Q1 | $62K | Sell |
2,672
-941
| -26% | -$21.1K | ﹤0.01% | 5333 |
|
|
2015
Q4 | $80K | Sell |
3,613
-3,167
| -47% | -$74.1K | ﹤0.01% | 5397 |
|
|
2015
Q3 | $160K | Buy |
6,780
+5,122
| +309% | +$125K | ﹤0.01% | 4817 |
|
|
2015
Q2 | $42K | Buy |
+1,658
| New | +$43.2K | ﹤0.01% | 6156 |
|
UBS Group's EFFE Position: Q3 2019 in Review
UBS Group sold out of Global X JPMorgan Efficiente Index ETF (EFFE) in Q3 2019, closing a stake of 1,643 shares — an estimated $42K sold.
UBS Group first reported a position in EFFE in Q2 2015 and held it in 16 quarters. The position peaked at $160K in Q3 2015. 0 funds tracked by Wall St. Rank hold EFFE as of Q3 2019.
- UBS Group reported no remaining Global X JPMorgan Efficiente Index ETF position as of Q3 2019 after selling out during the quarter.
- UBS Group sold 1,643 Global X JPMorgan Efficiente Index ETF shares in Q3 2019, an estimated $42K.
- UBS Group first reported a position in Global X JPMorgan Efficiente Index ETF in Q2 2015 and held it in 16 quarters.
- UBS Group's Global X JPMorgan Efficiente Index ETF position peaked at $160K in Q3 2015.
- 0 funds tracked by Wall St. Rank held Global X JPMorgan Efficiente Index ETF as of Q3 2019.
Based on UBS Group's 13F filing for Q3 2019, filed 14 Nov 2019.