Wright Investors Service’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-26,028
| Closed | -$479K | – | 214 |
|
|
2017
Q4 | $479K | Sell |
26,028
-15,107
| -37% | -$278K | 0.16% | 146 |
|
|
2017
Q3 | $705K | Buy |
41,135
+2,610
| +7% | +$44.7K | 0.26% | 106 |
|
|
2017
Q2 | $654K | Buy |
+38,525
| New | +$654K | 0.25% | 112 |
|
|
2016
Q3 | – | Sell |
-39,175
| Closed | -$508K | – | 224 |
|
|
2016
Q2 | $508K | Sell |
39,175
-9,130
| -19% | -$118K | 0.21% | 142 |
|
|
2016
Q1 | $774K | Sell |
48,305
-6,580
| -12% | -$105K | 0.31% | 109 |
|
|
2015
Q4 | $1.06M | Sell |
54,885
-860
| -2% | -$16.7K | 0.39% | 90 |
|
|
2015
Q3 | $1.03M | Buy |
+55,745
| New | +$1.03M | 0.47% | 72 |
|
|
2015
Q1 | – | Sell |
-207,725
| Closed | -$3.54M | – | 219 |
|
|
2014
Q4 | $3.54M | Buy |
+207,725
| New | +$3.54M | 1.74% | 8 |
|