WDL
UBS icon

Well Done LLC’s UBS Group UBS Stock Holding History

Well Done LLC’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
Q1 		– Sell
-1,054
Closed -$13K – 609
2018
Q4 		$13K Buy
+1,054
New +$14.3K ﹤0.01% 431
2018
Q2 		– Sell
-854
Closed -$15K – 485
2018
Q1 		$15K Buy
+854
New +$16.2K ﹤0.01% 383
2017
Q4 		– Sell
-15,675
Closed -$269K – 151
2017
Q3 		$269K Buy
+15,675
New +$268K 0.08% 118

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Well Done LLC's UBS Position: Q1 2019 in Review

Well Done LLC sold out of UBS Group (UBS) in Q1 2019, closing a stake of 1,054 shares — an estimated $13K sold.

Well Done LLC first reported a position in UBS in Q3 2017 and held it in 3 quarters. The position peaked at $269K in Q3 2017. 327 funds tracked by Wall St. Rank hold UBS as of Q1 2019.

  • Well Done LLC reported no remaining UBS Group position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 1,054 UBS Group shares in Q1 2019, an estimated $13K.
  • Well Done LLC first reported a position in UBS Group in Q3 2017 and held it in 3 quarters.
  • Well Done LLC's UBS Group position peaked at $269K in Q3 2017.
  • 327 funds tracked by Wall St. Rank held UBS Group as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.