Wealthcare Capital Management’s UBS Group UBS Stock Holding History

Wealthcare Capital Management’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	-372	Closed	-$5K	–	622
2019 Q4	$5K	Buy	+372	New	+$4.42K	﹤0.01%	256
2015 Q3	–	Sell	-474	Closed	-$10K	–	379
2015 Q2	$10K	Sell	474 -305	-39%	-$6.37K	﹤0.01%	208
2015 Q1	$15K	Buy	+779	New	+$13.6K	﹤0.01%	450

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

Wealthcare Capital Management's UBS Position: Q1 2020 in Review

Wealthcare Capital Management sold out of UBS Group (UBS) in Q1 2020, closing a stake of 372 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in UBS in Q1 2015 and held it in 3 quarters. The position peaked at $15K in Q1 2015. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

Wealthcare Capital Management reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 372 UBS Group shares in Q1 2020, an estimated $5K.
Wealthcare Capital Management first reported a position in UBS Group in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's UBS Group position peaked at $15K in Q1 2015.
300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.