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Winfield Associates’s UBS Group UBS Stock Holding History

Winfield Associates’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
Q1 		– Sell
-1,175
Closed -$22K – 627
2017
Q4 		$22K Hold
1,175
– – 0.01% 293
2017
Q3 		$20K Hold
1,175
– – 0.01% 299
2017
Q2 		$20K Buy
1,175
+105
+10% +$1.71K 0.01% 296
2017
Q1 		$17K Hold
1,070
– – 0.01% 295
2016
Q4 		$17K Sell
1,070
-10
-0.9% -$151 0.01% 287
2016
Q3 		$15K Sell
1,080
-20
-2% -$272 0.01% 290
2016
Q2 		$14K Buy
1,100
+110
+11% +$1.68K 0.01% 293
2016
Q1 		$16K Buy
+990
New +$16.1K 0.01% 261

Other funds holding UBS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winfield Associates's UBS Position: Q1 2018 in Review

Winfield Associates sold out of UBS Group (UBS) in Q1 2018, closing a stake of 1,175 shares — an estimated $22K sold.

Winfield Associates first reported a position in UBS in Q1 2016 and held it in 8 quarters. The position peaked at $22K in Q4 2017. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

  • Winfield Associates reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 1,175 UBS Group shares in Q1 2018, an estimated $22K.
  • Winfield Associates first reported a position in UBS Group in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's UBS Group position peaked at $22K in Q4 2017.
  • 319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.