UBS Group’s Global X Permanent ETF PERM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,333
| Closed | -$34K | – | 8520 |
|
|
2017
Q3 | $34K | Sell |
1,333
-1,776
| -57% | -$45.3K | ﹤0.01% | 6092 |
|
|
2017
Q2 | $78K | Buy |
3,109
+1,093
| +54% | +$27.3K | ﹤0.01% | 5337 |
|
|
2017
Q1 | $50K | Sell |
2,016
-4,148
| -67% | -$102K | ﹤0.01% | 5533 |
|
|
2016
Q4 | $150K | Buy |
+6,164
| New | +$151K | ﹤0.01% | 4993 |
|
|
2016
Q3 | – | Sell |
-534
| Closed | -$14K | – | 8396 |
|
|
2016
Q2 | $14K | Buy |
+534
| New | +$13.1K | ﹤0.01% | 6605 |
|
|
2016
Q1 | – | Sell |
-28
| Closed | -$1K | – | 8889 |
|
|
2015
Q4 | $1K | Sell |
28
-2,163
| -99% | -$51.3K | ﹤0.01% | 8276 |
|
|
2015
Q3 | $51K | Buy |
2,191
+795
| +57% | +$18.9K | ﹤0.01% | 5824 |
|
|
2015
Q2 | $33K | Buy |
1,396
+420
| +43% | +$10.3K | ﹤0.01% | 6411 |
|
|
2015
Q1 | $24K | Buy |
976
+625
| +178% | +$15.5K | ﹤0.01% | 6830 |
|
|
2014
Q4 | $9K | Buy |
+351
| New | +$8.55K | ﹤0.01% | 8552 |
|
UBS Group's PERM Position: Q4 2017 in Review
UBS Group sold out of Global X Permanent ETF (PERM) in Q4 2017, closing a stake of 1,333 shares — an estimated $34K sold.
UBS Group first reported a position in PERM in Q4 2014 and held it in 10 quarters. The position peaked at $150K in Q4 2016. 0 funds tracked by Wall St. Rank hold PERM as of Q4 2017.
- UBS Group reported no remaining Global X Permanent ETF position as of Q4 2017 after selling out during the quarter.
- UBS Group sold 1,333 Global X Permanent ETF shares in Q4 2017, an estimated $34K.
- UBS Group first reported a position in Global X Permanent ETF in Q4 2014 and held it in 10 quarters.
- UBS Group's Global X Permanent ETF position peaked at $150K in Q4 2016.
- 0 funds tracked by Wall St. Rank held Global X Permanent ETF as of Q4 2017.
Based on UBS Group's 13F filing for Q4 2017, filed 14 Feb 2018.