WA
UBS icon

WFG Advisors’s UBS Group UBS Stock Holding History

WFG 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
2017
Q2 		$1K Hold
51
– – ﹤0.01% 1509
2017
Q1 		$1K Sell
51
-838
-94% -$13.5K ﹤0.01% 1437
2016
Q4 		$14K Sell
889
-717
-45% -$10.8K ﹤0.01% 1031
2016
Q3 		$22K Buy
1,606
+200
+14% +$2.72K 0.01% 928
2016
Q2 		$18K Buy
1,406
+548
+64% +$8.37K ﹤0.01% 946
2016
Q1 		$14K Buy
858
+300
+54% +$4.87K ﹤0.01% 971
2015
Q4 		$11K Hold
558
– – ﹤0.01% 1059
2015
Q3 		$10K Buy
+558
New +$11.8K ﹤0.01% 1099
2015
Q1 		– Sell
-94
Closed -$2K – 2083
2014
Q4 		$2K Buy
+94
New +$1.61K ﹤0.01% 1879

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's UBS Position: Q2 2017 in Review

WFG Advisors held its UBS Group (UBS) position steady in Q2 2017 at 51 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

WFG Advisors first reported a position in UBS in Q4 2014 and has held it in 9 quarters since. The position peaked at $22K in Q3 2016. 261 funds tracked by Wall St. Rank hold UBS as of Q2 2017.

  • WFG Advisors held 51 shares of UBS Group worth $1K as of Q2 2017.
  • WFG Advisors left its UBS Group share count unchanged in Q2 2017.
  • UBS Group made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1509 holding.
  • WFG Advisors first reported a position in UBS Group in Q4 2014 and has held it in 9 quarters since.
  • WFG Advisors's UBS Group position peaked at $22K in Q3 2016.
  • 261 funds tracked by Wall St. Rank held UBS Group as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.