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Wright Investors Service’s UBS Group UBS Stock Holding History

Wright Investors Service’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
-26,028
Closed -$479K – 214
2017
Q4 		$479K Sell
26,028
-15,107
-37% -$263K 0.16% 146
2017
Q3 		$705K Buy
41,135
+2,610
+7% +$44.6K 0.26% 106
2017
Q2 		$654K Buy
+38,525
New +$626K 0.25% 112
2016
Q3 		– Sell
-39,175
Closed -$508K – 224
2016
Q2 		$508K Sell
39,175
-9,130
-19% -$140K 0.21% 142
2016
Q1 		$774K Sell
48,305
-6,580
-12% -$107K 0.31% 109
2015
Q4 		$1.06M Sell
54,885
-860
-2% -$16.8K 0.39% 90
2015
Q3 		$1.03M Buy
+55,745
New +$1.18M 0.47% 72
2015
Q1 		– Sell
-207,725
Closed -$3.54M – 219
2014
Q4 		$3.54M Buy
+207,725
New +$3.56M 1.74% 8

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

Wright Investors Service's UBS Position: Q1 2018 in Review

Wright Investors Service sold out of UBS Group (UBS) in Q1 2018, closing a stake of 26,028 shares — an estimated $479K sold.

Wright Investors Service first reported a position in UBS in Q4 2014 and held it in 8 quarters. The position peaked at $3.54M in Q4 2014. 319 funds tracked by Wall St. Rank hold UBS as of Q1 2018.

  • Wright Investors Service reported no remaining UBS Group position as of Q1 2018 after selling out during the quarter.
  • Wright Investors Service sold 26,028 UBS Group shares in Q1 2018, an estimated $479K.
  • Wright Investors Service first reported a position in UBS Group in Q4 2014 and held it in 8 quarters.
  • Wright Investors Service's UBS Group position peaked at $3.54M in Q4 2014.
  • 319 funds tracked by Wall St. Rank held UBS Group as of Q1 2018.

Based on Wright Investors Service's 13F filing for Q1 2018, filed 25 Apr 2018.