WESPAC Advisors SoCal’s UBS Group UBS Stock Holding History

WESPAC Advisors SoCal’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	-565	Closed	-$6K	–	286
2019 Q1	$6K	Buy	565 +441	+356%	+$5.59K	﹤0.01%	276
2018 Q4	$1K	Hold	124	–	–	﹤0.01%	326
2018 Q3	$1K	Buy	+124	New	+$1.95K	﹤0.01%	299
2016 Q2	–	Sell	-775	Closed	-$12.4K	–	308
2016 Q1	$12.4K	Buy	+775	New	+$12.6K	0.01%	185

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WESPAC Advisors SoCal's UBS Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of UBS Group (UBS) in Q2 2019, closing a stake of 565 shares — an estimated $6K sold.

WESPAC Advisors SoCal first reported a position in UBS in Q1 2016 and held it in 4 quarters. The position peaked at $12.4K in Q1 2016. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

WESPAC Advisors SoCal reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 565 UBS Group shares in Q2 2019, an estimated $6K.
WESPAC Advisors SoCal first reported a position in UBS Group in Q1 2016 and held it in 4 quarters.
WESPAC Advisors SoCal's UBS Group position peaked at $12.4K in Q1 2016.
308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.