UBS Group
INC

UBS Group’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

UBS Group’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,300
Closed -$130K – 8640
2017
Q4 		$130K Buy
1,300
+1,100
+550% +$110K ﹤0.01% 5198
2017
Q3 		$20K Buy
200
+169
+545% +$16.9K ﹤0.01% 6478
2017
Q2 		$3K Sell
31
-577
-95% -$55.8K ﹤0.01% 7355
2017
Q1 		$61K Buy
+608
New +$61K ﹤0.01% 5384

Other funds holding INC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's INC Position: Q1 2018 in Review

UBS Group sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 1,300 shares — an estimated $130K sold.

UBS Group first reported a position in INC in Q1 2017 and held it in 4 quarters. The position peaked at $130K in Q4 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • UBS Group reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
  • UBS Group sold 1,300 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $130K.
  • UBS Group first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q1 2017 and held it in 4 quarters.
  • UBS Group's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $130K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on UBS Group's 13F filing for Q1 2018, filed 15 May 2018.