WMS Partners’s UBS Group UBS Stock Holding History

WMS Partners’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 Q1	–	Sell	-22,250	Closed	-$379K	–	291
2014 Q4	$379K	Buy	+22,250	New	+$381K	0.06%	138

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

WMS Partners's UBS Position: Q1 2015 in Review

WMS Partners sold out of UBS Group (UBS) in Q1 2015, closing a stake of 22,250 shares — an estimated $379K sold.

WMS Partners first reported a position in UBS in Q4 2014 and held it in 1 quarter. The position peaked at $379K in Q4 2014. 172 funds tracked by Wall St. Rank hold UBS as of Q1 2015.

WMS Partners reported no remaining UBS Group position as of Q1 2015 after selling out during the quarter.
WMS Partners sold 22,250 UBS Group shares in Q1 2015, an estimated $379K.
WMS Partners first reported a position in UBS Group in Q4 2014 and held it in 1 quarter.
WMS Partners's UBS Group position peaked at $379K in Q4 2014.
172 funds tracked by Wall St. Rank held UBS Group as of Q1 2015.

Based on WMS Partners's 13F filing for Q1 2015, filed 15 May 2015.