Wagner Wealth Management (South Carolina)’s UBS Group UBS Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018 Q3	$12K	Buy	+750	New	+$11.8K	0.01%	403
2017 Q4	–	Hold	0	–	–	–	473

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s UBS Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) opened a new position in UBS Group (UBS) in Q3 2018: 750 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings.

312 funds tracked by Wall St. Rank hold UBS as of Q3 2018.

Wagner Wealth Management (South Carolina) held 750 shares of UBS Group worth $12K as of Q3 2018.
UBS Group was a new Wagner Wealth Management (South Carolina) position in Q3 2018.
UBS Group made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #403 holding.
312 funds tracked by Wall St. Rank held UBS Group as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.