WhitTier Trust Company’s UBS Group UBS Stock Holding History

WhitTier Trust Company’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	-605	Closed	-$7K	–	1017
2019 Q3	$7K	Hold	605	–	–	﹤0.01%	881
2019 Q2	$7K	Hold	605	–	–	﹤0.01%	882
2019 Q1	$7K	Hold	605	–	–	﹤0.01%	884
2018 Q4	$7K	Buy	605 +336	+125%	+$4.56K	﹤0.01%	889
2018 Q3	$4K	Hold	269	–	–	﹤0.01%	895
2018 Q2	$4K	Hold	269	–	–	﹤0.01%	898
2018 Q1	$5K	Hold	269	–	–	﹤0.01%	914
2017 Q4	$5K	Hold	269	–	–	﹤0.01%	881
2017 Q3	$5K	Buy	+269	New	+$4.6K	﹤0.01%	870

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

WhitTier Trust Company's UBS Position: Q4 2019 in Review

WhitTier Trust Company sold out of UBS Group (UBS) in Q4 2019, closing a stake of 605 shares — an estimated $7K sold.

WhitTier Trust Company first reported a position in UBS in Q3 2017 and held it in 9 quarters. The position peaked at $7K in Q3 2019. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

WhitTier Trust Company reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
WhitTier Trust Company sold 605 UBS Group shares in Q4 2019, an estimated $7K.
WhitTier Trust Company first reported a position in UBS Group in Q3 2017 and held it in 9 quarters.
WhitTier Trust Company's UBS Group position peaked at $7K in Q3 2019.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on WhitTier Trust Company's 13F filing for Q4 2019, filed 31 Jan 2020.