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Wilbanks Smith & Thomas Asset Management’s UBS Group UBS Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-819
Closed -$13K – 1246
2018
Q3 		$13K Buy
+819
New +$12.9K ﹤0.01% 989

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Dodge & Cox
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's UBS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of UBS Group (UBS) in Q4 2018, closing a stake of 819 shares — an estimated $13K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in UBS in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 315 funds tracked by Wall St. Rank hold UBS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining UBS Group position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 819 UBS Group shares in Q4 2018, an estimated $13K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in UBS Group in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's UBS Group position peaked at $13K in Q3 2018.
  • 315 funds tracked by Wall St. Rank held UBS Group as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.