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YorkBridge Wealth Partners’s UBS Group UBS Stock Holding History

YorkBridge Wealth 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
2017
Q2 		– Sell
-288
Closed -$5K – 914
2017
Q1 		$5K Hold
288
– – ﹤0.01% 696
2016
Q4 		$5K Buy
+288
New +$4.34K ﹤0.01% 682

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YorkBridge Wealth Partners's UBS Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of UBS Group (UBS) in Q2 2017, closing a stake of 288 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in UBS in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 261 funds tracked by Wall St. Rank hold UBS as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining UBS Group position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 288 UBS Group shares in Q2 2017, an estimated $5K.
  • YorkBridge Wealth Partners first reported a position in UBS Group in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's UBS Group position peaked at $5K in Q1 2017.
  • 261 funds tracked by Wall St. Rank held UBS Group as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.