Veritable’s UBS Group UBS Stock Holding History

Veritable’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
2017 Q3	–	Sell	-51,306	Closed	-$870K	–	780
2017 Q2	$870K	Buy	+51,306	New	+$834K	0.02%	377

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Veritable's UBS Position: Q3 2017 in Review

Veritable sold out of UBS Group (UBS) in Q3 2017, closing a stake of 51,306 shares — an estimated $870K sold.

Veritable first reported a position in UBS in Q2 2017 and held it in 1 quarter. The position peaked at $870K in Q2 2017. 258 funds tracked by Wall St. Rank hold UBS as of Q3 2017.

Veritable reported no remaining UBS Group position as of Q3 2017 after selling out during the quarter.
Veritable sold 51,306 UBS Group shares in Q3 2017, an estimated $870K.
Veritable first reported a position in UBS Group in Q2 2017 and held it in 1 quarter.
Veritable's UBS Group position peaked at $870K in Q2 2017.
258 funds tracked by Wall St. Rank held UBS Group as of Q3 2017.

Based on Veritable's 13F filing for Q3 2017, filed 14 Nov 2017.