William Blair Investment Management
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William Blair Investment Management’s UBS Group UBS Stock Holding History

William Blair Investment 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
2015
Q4 		– Sell
-88,804
Closed -$1.65M – 467
2015
Q3 		$1.65M Buy
+88,804
New +$1.88M ﹤0.01% 907

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Vanguard Group
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JP Morgan Chase
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

William Blair Investment Management's UBS Position: Q4 2015 in Review

William Blair Investment Management sold out of UBS Group (UBS) in Q4 2015, closing a stake of 88,804 shares — an estimated $1.65M sold.

William Blair Investment Management first reported a position in UBS in Q3 2015 and held it in 1 quarter. The position peaked at $1.65M in Q3 2015. 248 funds tracked by Wall St. Rank hold UBS as of Q4 2015.

  • William Blair Investment Management reported no remaining UBS Group position as of Q4 2015 after selling out during the quarter.
  • William Blair Investment Management sold 88,804 UBS Group shares in Q4 2015, an estimated $1.65M.
  • William Blair Investment Management first reported a position in UBS Group in Q3 2015 and held it in 1 quarter.
  • William Blair Investment Management's UBS Group position peaked at $1.65M in Q3 2015.
  • 248 funds tracked by Wall St. Rank held UBS Group as of Q4 2015.

Based on William Blair Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.