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UBS AG

Q4 2017 vs Q1 2018

Comparing institutional holders between quarters

Quarters

Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares41,000 from 24,000
Change+17,000 (+71%)
Value$53 (+$20)
Filed 2018-04-18
D.A. Davidson & Co.
DECREASED
Shares40,000 from 150,000
Change-110,000 (-73%)
Value$59 (-$144)
Filed 2018-05-04
Commonwealth Equity Services, LLC
INCREASED
Shares32,000 from 19,000
Change+13,000 (+68%)
Value$41 (+$15)
Filed 2018-05-14
FMR LLC
NEW
Shares28,000
Change+28,000
Value$36
Filed 2018-05-14
Cerity Partners LLC
NEW
Shares22,432
Change+22,432
Value$396
Filed 2018-05-15
Wellesley Asset Management
DECREASED
Shares11,059 from 34,323
Change-23,264 (-68%)
Value$14.8K (-$32.0K)
Filed 2018-05-11
Bank of America Corp
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$14 (-$1)
Filed 2018-05-15
GV Capital Management
DECREASED
Shares9,000 from 19,000
Change-10,000 (-53%)
Value$12 (-$14)
Filed 2018-05-15
Certified Advisory Corp
DECREASED
Shares5,000 from 43,000
Change-38,000 (-88%)
Value$6 (-$51)
Filed 2018-04-30
Advisor Group, Inc.
DECREASED
Shares2 from 21
Change-19 (-90%)
Value$3 (-$26)
Filed 2018-05-15
Edge Advisors, LLC
CLOSED
Shares0 from 18,000
Change-18,000 (-100%)
Value$0 (-$24)
Filed 2018-05-15
Status
Creative Planning
INCREASED41,00024,000+17,000+71%$33$53+$202018-04-18
D.A. Davidson & Co.
DECREASED40,000150,000-110,000-73%$203$59-$1442018-05-04
Commonwealth Equity Services, LLC
INCREASED32,00019,000+13,000+68%$26$41+$152018-05-14
FMR LLC
NEW28,000—+28,000——$36—2018-05-14
Cerity Partners LLC
NEW22,432—+22,432——$396—2018-05-15
Wellesley Asset Management
DECREASED11,05934,323-23,264-68%$46.9K$14.8K-$32.0K2018-05-11
Bank of America Corp
UNCHANGED11,00011,00000%$15$14-$12018-05-15
GV Capital Management
DECREASED9,00019,000-10,000-53%$26$12-$142018-05-15
Certified Advisory Corp
DECREASED5,00043,000-38,000-88%$57$6-$512018-04-30
Advisor Group, Inc.
DECREASED221-19-90%$29$3-$262018-05-15
Edge Advisors, LLC
CLOSED018,000-18,000-100%$24$0-$242018-05-15
Showing 11 of 11 institutions