UBS AG

CUSIP: 90270KAW9 | 16 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q1 2018

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Creative Planning41,000

0.0% of portfolio$53

D.A. Davidson & Co.40,000

0.0% of portfolio$59

Commonwealth Equity Services, LLC32,000

0.0% of portfolio$41

0.0% of portfolio$36

Cerity Partners LLC22,432

0.0% of portfolio$396

Wellesley Asset Management11,059

0.8% of portfolio$14.8K

Bank of America Corp11,000

0.0% of portfolio$14

GV Capital Management9,000

0.0% of portfolio$12

Certified Advisory Corp5,000

0.0% of portfolio$6

Advisor Group, Inc.2

0.0% of portfolio$3

				Style	Turnover	Location	Filed
Creative Planning	41,000	$53	0.0%	Index	Very Low	Overland Park, KS	2018-04-18
D.A. Davidson & Co.	40,000	$59	0.0%	Core	Low	Great Falls, MT	2018-05-04
Commonwealth Equity Services, LLC	32,000	$41	0.0%	ETF	Low	Waltham, MA	2018-05-14
FMR LLC	28,000	$36	0.0%	Growth	Medium	Boston, MA	2018-05-14
Cerity Partners LLC	22,432	$396	0.0%	Index	Low	New York, NY	2018-05-15
Wellesley Asset Management	11,059	$14.8K	0.8%	N/A	N/A	Portsmouth, NH	2018-05-11
Bank of America Corp	11,000	$14	0.0%	Core	Low	Charlotte, NC	2018-05-15
GV Capital Management	9,000	$12	0.0%	N/A	N/A	Atlanta, GA	2018-05-15
Certified Advisory Corp	5,000	$6	0.0%	ETF	Low	Altamonte Springs, FL	2018-04-30
Advisor Group, Inc.	2	$3	0.0%	N/A	N/A	Phoenix, AZ	2018-05-15