Whitney & Co’s UBS Group UBS Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-227	Closed	-$3K	–	437
2018 Q3	$3K	Buy	+227	New	+$3.57K	﹤0.01%	442

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Norges Bank Oslo, Norway $935B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Whitney & Co's UBS Position: Q4 2018 in Review

Whitney & Co sold out of UBS Group (UBS) in Q4 2018, closing a stake of 227 shares — an estimated $3K sold.

Whitney & Co first reported a position in UBS in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 315 funds tracked by Wall St. Rank hold UBS as of Q4 2018.

Whitney & Co reported no remaining UBS Group position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 227 UBS Group shares in Q4 2018, an estimated $3K.
Whitney & Co first reported a position in UBS Group in Q3 2018 and held it in 1 quarter.
Whitney & Co's UBS Group position peaked at $3K in Q3 2018.
315 funds tracked by Wall St. Rank held UBS Group as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.