Vantage Investment Partners’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-416,000
| Closed | -$4.93M | – | 92 |
|
|
2019
Q2 | $4.93M | Sell |
416,000
-40,000
| -9% | -$474K | 0.56% | 55 |
|
|
2019
Q1 | $5.52M | Hold |
456,000
| – | – | 0.51% | 60 |
|
|
2018
Q4 | $5.65M | Hold |
456,000
| – | – | 0.4% | 63 |
|
|
2018
Q3 | $7.17M | Hold |
456,000
| – | – | 0.45% | 59 |
|
|
2018
Q2 | $7M | Hold |
456,000
| – | – | 0.51% | 57 |
|
|
2018
Q1 | $8.05M | Hold |
456,000
| – | – | 0.66% | 57 |
|
|
2017
Q4 | $8.39M | Buy |
+456,000
| New | +$8.39M | 0.76% | 47 |
|