WealthSource Partners’s UBS Group UBS Stock Holding History

WealthSource 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 Q4	–	Sell	-13,077	Closed	-$148K	–	460
2019 Q3	$148K	Sell	13,077 -1,738	-12%	-$19.6K	0.02%	416
2019 Q2	$176K	Buy	+14,815	New	+$182K	0.03%	431

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

WealthSource Partners's UBS Position: Q4 2019 in Review

WealthSource Partners sold out of UBS Group (UBS) in Q4 2019, closing a stake of 13,077 shares — an estimated $148K sold.

WealthSource Partners first reported a position in UBS in Q2 2019 and held it in 2 quarters. The position peaked at $176K in Q2 2019. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

WealthSource Partners reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
WealthSource Partners sold 13,077 UBS Group shares in Q4 2019, an estimated $148K.
WealthSource Partners first reported a position in UBS Group in Q2 2019 and held it in 2 quarters.
WealthSource Partners's UBS Group position peaked at $176K in Q2 2019.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.