UBS’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $104K | Buy |
12,440
+5,605
| +82% | +$46.9K | ﹤0.01% | 4163 |
|
2014
Q2 | $55K | Sell |
6,835
-16,662
| -71% | -$134K | ﹤0.01% | 4571 |
|
2014
Q1 | $181K | Buy |
23,497
+18,537
| +374% | +$143K | ﹤0.01% | 3796 |
|
2013
Q4 | $39K | Sell |
4,960
-3,250
| -40% | -$25.6K | ﹤0.01% | 4722 |
|
2013
Q3 | $67K | Sell |
8,210
-4,651
| -36% | -$38K | ﹤0.01% | 4199 |
|
2013
Q2 | $108K | Buy |
+12,861
| New | +$108K | ﹤0.01% | 3773 |
|