Creative Planning - UBS AG ownership

UBS AG's ticker is and the CUSIP is 90270KAW9. A total of 6 filers reported holding UBS AG in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of UBS AG
ValueSharesWeighting
Q1 2018$53,000
+60.6%
41,000
+70.8%
0.00%
Q4 2017$33,000
+17.9%
24,000
+9.1%
0.00%
Q3 2017$28,000
+3.7%
22,0000.0%0.00%
Q2 2017$27,000
+8.0%
22,0000.0%0.00%
Q1 2017$25,000
-65.8%
22,000
-67.2%
0.00%
Q4 2016$73,000
+204.2%
67,000
+204.5%
0.00%
Q3 2016$24,000
+118.2%
22,000
+100.0%
0.00%
Q2 2016$11,000
-8.3%
11,0000.0%0.00%
Q1 2016$12,000
-81.0%
11,000
-81.4%
0.00%
-100.0%
Q4 2015$63,000
+200.0%
59,000
+181.0%
0.00%
Q3 2015$21,000
+75.0%
21,000
+61.5%
0.00%
Q1 2015$12,000
+140.0%
13,000
+160.0%
0.00%
Q3 2014$5,000
-54.5%
5,000
-54.5%
0.00%
Q2 2014$11,00011,0000.00%
Other shareholders
UBS AG shareholders Q2 2014
NameSharesValueWeighting ↓
Wellesley Asset Management 35,291$42,769,0002.22%
D.A. DAVIDSON & CO. 150,000$188,0000.00%
Edge Advisors, LLC 18,000$21,0000.00%
BANK OF AMERICA CORP /DE/ 11,000$13,0000.00%
Creative Planning 22,000$27,0000.00%
Advisor Group, Inc. 21$26,0000.00%
View complete list of UBS AG shareholders