Vantage Investment Partners’s UBS Group UBS Stock Holding History

Vantage Investment Partners’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
2019 Q3	–	Sell	-416,000	Closed	-$4.93M	–	92
2019 Q2	$4.93M	Sell	416,000 -40,000	-9%	-$490K	0.56%	55
2019 Q1	$5.52M	Hold	456,000	–	–	0.51%	60
2018 Q4	$5.64M	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	+$7.93M	0.76%	47

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vantage Investment Partners's UBS Position: Q3 2019 in Review

Vantage Investment Partners sold out of UBS Group (UBS) in Q3 2019, closing a stake of 416,000 shares — an estimated $4.93M sold.

Vantage Investment Partners first reported a position in UBS in Q4 2017 and held it in 7 quarters. The position peaked at $8.39M in Q4 2017. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

Vantage Investment Partners reported no remaining UBS Group position as of Q3 2019 after selling out during the quarter.
Vantage Investment Partners sold 416,000 UBS Group shares in Q3 2019, an estimated $4.93M.
Vantage Investment Partners first reported a position in UBS Group in Q4 2017 and held it in 7 quarters.
Vantage Investment Partners's UBS Group position peaked at $8.39M in Q4 2017.
289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on Vantage Investment Partners's 13F filing for Q3 2019, filed 24 Oct 2019.