UBS Group’s First Trust TCW ESG Premier Equity ETF EPRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-701
Closed -$11K 11919
2022
Q3
$11K Hold
701
﹤0.01% 8387
2022
Q2
$11K Buy
701
+199
+40% +$3.34K ﹤0.01% 7921
2022
Q1
$9K Buy
502
+1
+0.2% +$19 ﹤0.01% 8629
2021
Q4
$11K Buy
501
+500
+50,000% +$10.7K ﹤0.01% 8727
2021
Q3
$0 Buy
+1
New +$21 ﹤0.01% 10508

UBS Group's EPRE Position: Q4 2022 in Review

UBS Group sold out of First Trust TCW ESG Premier Equity ETF (EPRE) in Q4 2022, closing a stake of 701 shares — an estimated $11K sold.

UBS Group first reported a position in EPRE in Q3 2021 and held it in 5 quarters. The position peaked at $11K in Q3 2022. 0 funds tracked by Wall St. Rank hold EPRE as of Q4 2022.

  • UBS Group reported no remaining First Trust TCW ESG Premier Equity ETF position as of Q4 2022 after selling out during the quarter.
  • UBS Group sold 701 First Trust TCW ESG Premier Equity ETF shares in Q4 2022, an estimated $11K.
  • UBS Group first reported a position in First Trust TCW ESG Premier Equity ETF in Q3 2021 and held it in 5 quarters.
  • UBS Group's First Trust TCW ESG Premier Equity ETF position peaked at $11K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held First Trust TCW ESG Premier Equity ETF as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.