UBS Group’s FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD FVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-2,813
Closed -$74K 10118
2014
Q4
$74K Buy
+2,813
New +$72.5K ﹤0.01% 6023

UBS Group's FVI Position: Q1 2015 in Review

UBS Group sold out of FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD (FVI) in Q1 2015, closing a stake of 2,813 shares — an estimated $74K sold.

UBS Group first reported a position in FVI in Q4 2014 and held it in 1 quarter. The position peaked at $74K in Q4 2014. 0 funds tracked by Wall St. Rank hold FVI as of Q1 2015.

  • UBS Group reported no remaining FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD position as of Q1 2015 after selling out during the quarter.
  • UBS Group sold 2,813 FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD shares in Q1 2015, an estimated $74K.
  • UBS Group first reported a position in FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD in Q4 2014 and held it in 1 quarter.
  • UBS Group's FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD position peaked at $74K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held FIRST TR VALUE LINE EQUITY ALLOCATION INDEX FD as of Q1 2015.

Based on UBS Group's 13F filing for Q1 2015, filed 14 May 2015.