UBS Group’s U.S. Tax Reform Fund TAXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-33
Closed -$1K 8749
2018
Q3
$1K Buy
+33
New +$1K ﹤0.01% 7938
2018
Q2
Sell
-3,076
Closed -$65K 8672
2018
Q1
$65K Buy
+3,076
New +$65.4K ﹤0.01% 5528

UBS Group's TAXR Position: Q4 2018 in Review

UBS Group sold out of U.S. Tax Reform Fund (TAXR) in Q4 2018, closing a stake of 33 shares — an estimated $1K sold.

UBS Group first reported a position in TAXR in Q1 2018 and held it in 2 quarters. The position peaked at $65K in Q1 2018. 0 funds tracked by Wall St. Rank hold TAXR as of Q4 2018.

  • UBS Group reported no remaining U.S. Tax Reform Fund position as of Q4 2018 after selling out during the quarter.
  • UBS Group sold 33 U.S. Tax Reform Fund shares in Q4 2018, an estimated $1K.
  • UBS Group first reported a position in U.S. Tax Reform Fund in Q1 2018 and held it in 2 quarters.
  • UBS Group's U.S. Tax Reform Fund position peaked at $65K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held U.S. Tax Reform Fund as of Q4 2018.

Based on UBS Group's 13F filing for Q4 2018, filed 14 Feb 2019.