Westport Resources Management’s UBS Group UBS Stock Holding History

Westport Resources Management’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
2016 Q3	$11K	Buy	841 +738	+717%	+$10K	0.01%	448
2016 Q2	$1K	Hold	103	–	–	﹤0.01%	712
2016 Q1	$2K	Hold	103	–	–	﹤0.01%	701
2015 Q4	$2K	Hold	103	–	–	﹤0.01%	851
2015 Q3	$2K	Buy	+103	New	+$2.18K	﹤0.01%	881

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westport Resources Management's UBS Position: Q3 2016 in Review

Westport Resources Management increased its UBS Group (UBS) stake by 717% in Q3 2016, buying an estimated $10K and bringing the position to 841 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #448.

Westport Resources Management first reported a position in UBS in Q3 2015 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold UBS as of Q3 2016.

Westport Resources Management held 841 shares of UBS Group worth $11K as of Q3 2016.
Westport Resources Management bought 738 UBS Group shares in Q3 2016, an estimated $10K.
UBS Group made up 0.01% of Westport Resources Management's portfolio in Q3 2016, its #448 holding.
Westport Resources Management first reported a position in UBS Group in Q3 2015 and has held it in 5 quarters since.
223 funds tracked by Wall St. Rank held UBS Group as of Q3 2016.

Based on Westport Resources Management's 13F filing for Q3 2016, filed 14 Nov 2016.