WestEnd Advisors’s UBS Group UBS Stock Holding History

WestEnd Advisors’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	-105	Closed	-$1.19K	–	79
2019 Q3	$1.19K	Buy	+105	New	+$1.18K	﹤0.01%	74

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

WestEnd Advisors's UBS Position: Q4 2019 in Review

WestEnd Advisors sold out of UBS Group (UBS) in Q4 2019, closing a stake of 105 shares — an estimated $1.19K sold.

WestEnd Advisors first reported a position in UBS in Q3 2019 and held it in 1 quarter. The position peaked at $1.19K in Q3 2019. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

WestEnd Advisors reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
WestEnd Advisors sold 105 UBS Group shares in Q4 2019, an estimated $1.19K.
WestEnd Advisors first reported a position in UBS Group in Q3 2019 and held it in 1 quarter.
WestEnd Advisors's UBS Group position peaked at $1.19K in Q3 2019.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

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