UBS Group’s Stock Split Index Fund TOFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-892
Closed -$15K 8423
2017
Q3
$15K Sell
892
-6
-0.7% -$102 ﹤0.01% 6680
2017
Q2
$15K Hold
898
﹤0.01% 6524
2017
Q1
$15K Sell
898
-299
-25% -$4.94K ﹤0.01% 6377
2016
Q4
$19K Sell
1,197
-469
-28% -$7.5K ﹤0.01% 6564
2016
Q3
$25K Buy
1,666
+1,263
+313% +$19.8K ﹤0.01% 6126
2016
Q2
$6K Sell
403
-363
-47% -$5.62K ﹤0.01% 7079
2016
Q1
$12K Buy
766
+280
+58% +$4.06K ﹤0.01% 6569
2015
Q4
$7K Buy
+486
New +$7.74K ﹤0.01% 7559

UBS Group's TOFR Position: Q4 2017 in Review

UBS Group sold out of Stock Split Index Fund (TOFR) in Q4 2017, closing a stake of 892 shares — an estimated $15K sold.

UBS Group first reported a position in TOFR in Q4 2015 and held it in 8 quarters. The position peaked at $25K in Q3 2016. 0 funds tracked by Wall St. Rank hold TOFR as of Q4 2017.

  • UBS Group reported no remaining Stock Split Index Fund position as of Q4 2017 after selling out during the quarter.
  • UBS Group sold 892 Stock Split Index Fund shares in Q4 2017, an estimated $15K.
  • UBS Group first reported a position in Stock Split Index Fund in Q4 2015 and held it in 8 quarters.
  • UBS Group's Stock Split Index Fund position peaked at $25K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Stock Split Index Fund as of Q4 2017.

Based on UBS Group's 13F filing for Q4 2017, filed 14 Feb 2018.