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Wealthspire Advisors (Maryland)’s UBS Group UBS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-2,445
Closed -$30K – 1935
2019
Q1 		$30K Sell
2,445
-104
-4% -$1.32K ﹤0.01% 1117
2018
Q4 		$32K Sell
2,549
-1,270
-33% -$17.2K ﹤0.01% 1035
2018
Q3 		$60K Buy
3,819
+1,857
+95% +$29.2K ﹤0.01% 903
2018
Q2 		$30K Buy
1,962
+113
+6% +$1.84K ﹤0.01% 1160
2018
Q1 		$33K Sell
1,849
-938
-34% -$17.8K ﹤0.01% 1138
2017
Q4 		$51K Sell
2,787
-202
-7% -$3.51K 0.01% 1003
2017
Q3 		$51K Buy
2,989
+227
+8% +$3.88K 0.01% 980
2017
Q2 		$47K Buy
2,762
+1,088
+65% +$17.7K 0.01% 973
2017
Q1 		$27K Buy
1,674
+1,065
+175% +$17.1K ﹤0.01% 985
2016
Q4 		$10K Buy
609
+23
+4% +$346 ﹤0.01% 1235
2016
Q3 		$8K Sell
586
-27
-4% -$368 ﹤0.01% 1300
2016
Q2 		$8K Buy
613
+180
+42% +$2.75K ﹤0.01% 1241
2016
Q1 		$7K Sell
433
-34
-7% -$552 ﹤0.01% 1267
2015
Q4 		$9K Buy
+467
New +$9.11K ﹤0.01% 1228

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UBS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of UBS Group (UBS) in Q2 2019, closing a stake of 2,445 shares — an estimated $30K sold.

Wealthspire Advisors (Maryland) first reported a position in UBS in Q4 2015 and held it in 14 quarters. The position peaked at $60K in Q3 2018. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,445 UBS Group shares in Q2 2019, an estimated $30K.
  • Wealthspire Advisors (Maryland) first reported a position in UBS Group in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s UBS Group position peaked at $60K in Q3 2018.
  • 308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.