UBS Group’s First Trust International Multi-Asset Diversified Income Index Fund YDIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,351
Closed -$23K 8652
2018
Q2
$23K Buy
+1,351
New +$24.2K ﹤0.01% 6628
2018
Q1
Sell
-766
Closed -$14K 8614
2017
Q4
$14K Buy
766
+381
+99% +$7.1K ﹤0.01% 6846
2017
Q3
$7K Sell
385
-220
-36% -$4.08K ﹤0.01% 7125
2017
Q2
$11K Buy
+605
New +$10.7K ﹤0.01% 6758
2016
Q3
Sell
-1,545
Closed -$26K 8393
2016
Q2
$26K Buy
+1,545
New +$26K ﹤0.01% 6096
2016
Q1
Sell
-2
Closed 8883
2015
Q4
$0 Buy
+2
New +$33 ﹤0.01% 8993
2015
Q3
Sell
-492
Closed -$9K 9118
2015
Q2
$9K Sell
492
-1,114
-69% -$21.2K ﹤0.01% 7587
2015
Q1
$30K Buy
+1,606
New +$30.8K ﹤0.01% 6568

UBS Group's YDIV Position: Q3 2018 in Review

UBS Group sold out of First Trust International Multi-Asset Diversified Income Index Fund (YDIV) in Q3 2018, closing a stake of 1,351 shares — an estimated $23K sold.

UBS Group first reported a position in YDIV in Q1 2015 and held it in 8 quarters. The position peaked at $30K in Q1 2015. 0 funds tracked by Wall St. Rank hold YDIV as of Q3 2018.

  • UBS Group reported no remaining First Trust International Multi-Asset Diversified Income Index Fund position as of Q3 2018 after selling out during the quarter.
  • UBS Group sold 1,351 First Trust International Multi-Asset Diversified Income Index Fund shares in Q3 2018, an estimated $23K.
  • UBS Group first reported a position in First Trust International Multi-Asset Diversified Income Index Fund in Q1 2015 and held it in 8 quarters.
  • UBS Group's First Trust International Multi-Asset Diversified Income Index Fund position peaked at $30K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held First Trust International Multi-Asset Diversified Income Index Fund as of Q3 2018.

Based on UBS Group's 13F filing for Q3 2018, filed 14 Nov 2018.