UBS Group’s Equitable Financial Corp. EQFN Stock Holding History

UBS Group’s Portfolio EQFN Stock Details EQFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-93	Closed	-$1K	–	8662
2018 Q2	$1K	Buy	93 +30	+48%	+$317	﹤0.01%	7926
2018 Q1	$1K	Sell	63 -1,344	-96%	-$14.4K	﹤0.01%	7748
2017 Q4	$15K	Buy	1,407 +449	+47%	+$4.65K	﹤0.01%	6790
2017 Q3	$10K	Buy	958 +451	+89%	+$4.58K	﹤0.01%	6927
2017 Q2	$5K	Buy	+507	New	+$5.21K	﹤0.01%	7185
2016 Q4	–	Sell	-147	Closed	-$1K	–	8482
2016 Q3	$1K	Buy	147 +58	+65%	+$496	﹤0.01%	7605
2016 Q2	$1K	Sell	89 -500	-85%	-$4.15K	﹤0.01%	7652
2016 Q1	$5K	Buy	+589	New	+$5.02K	﹤0.01%	7060
2015 Q4	–	Sell	-2,415	Closed	-$20K	–	8994
2015 Q3	$20K	Buy	+2,415	New	+$20K	﹤0.01%	6724

Other funds holding EQFN

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

UBS Group's EQFN Position: Q3 2018 in Review

UBS Group sold out of Equitable Financial Corp. (EQFN) in Q3 2018, closing a stake of 93 shares — an estimated $1K sold.

UBS Group first reported a position in EQFN in Q3 2015 and held it in 9 quarters. The position peaked at $20K in Q3 2015. 3 funds tracked by Wall St. Rank hold EQFN as of Q3 2018.

UBS Group reported no remaining Equitable Financial Corp. position as of Q3 2018 after selling out during the quarter.
UBS Group sold 93 Equitable Financial Corp. shares in Q3 2018, an estimated $1K.
UBS Group first reported a position in Equitable Financial Corp. in Q3 2015 and held it in 9 quarters.
UBS Group's Equitable Financial Corp. position peaked at $20K in Q3 2015.
3 funds tracked by Wall St. Rank held Equitable Financial Corp. as of Q3 2018.

Based on UBS Group's 13F filing for Q3 2018, filed 14 Nov 2018.