UBS Group’s Trend Aggregation Conservative ETF TACE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-239
Closed -$6K 10653
2021
Q2
$6K Buy
239
+93
+64% +$2.37K ﹤0.01% 8513
2021
Q1
$4K Buy
+146
New +$3.62K ﹤0.01% 8479

UBS Group's TACE Position: Q3 2021 in Review

UBS Group sold out of Trend Aggregation Conservative ETF (TACE) in Q3 2021, closing a stake of 239 shares — an estimated $6K sold.

UBS Group first reported a position in TACE in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 0 funds tracked by Wall St. Rank hold TACE as of Q3 2021.

  • UBS Group reported no remaining Trend Aggregation Conservative ETF position as of Q3 2021 after selling out during the quarter.
  • UBS Group sold 239 Trend Aggregation Conservative ETF shares in Q3 2021, an estimated $6K.
  • UBS Group first reported a position in Trend Aggregation Conservative ETF in Q1 2021 and held it in 2 quarters.
  • UBS Group's Trend Aggregation Conservative ETF position peaked at $6K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Trend Aggregation Conservative ETF as of Q3 2021.

Based on UBS Group's 13F filing for Q3 2021, filed 15 Nov 2021.