Valley National Advisers’s UBS Group UBS Stock Holding History

Valley National Advisers’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-608	Closed	-$8K	–	847
2019 Q4	$8K	Buy	+608	New	+$7.23K	﹤0.01%	559
2015 Q4	–	Sell	-58	Closed	-$1K	–	653
2015 Q3	$1K	Hold	58	–	–	﹤0.01%	577
2015 Q2	$1K	Hold	58	–	–	﹤0.01%	585
2015 Q1	$1K	Buy	+58	New	+$1.01K	﹤0.01%	550

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Valley National Advisers's UBS Position: Q1 2020 in Review

Valley National Advisers sold out of UBS Group (UBS) in Q1 2020, closing a stake of 608 shares — an estimated $8K sold.

Valley National Advisers first reported a position in UBS in Q1 2015 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

Valley National Advisers reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
Valley National Advisers sold 608 UBS Group shares in Q1 2020, an estimated $8K.
Valley National Advisers first reported a position in UBS Group in Q1 2015 and held it in 4 quarters.
Valley National Advisers's UBS Group position peaked at $8K in Q4 2019.
300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Valley National Advisers's 13F filing for Q1 2020, filed 13 May 2020.