AI
OUBS

ArchPoint Investors’s USB AG (NEW) OUBS Stock Holding History

ArchPoint Investors’s Portfolio OUBS Stock Details OUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-12,080
Closed -$256K – 146
2015
Q2 		$256K Sell
12,080
-1,910
-14% -$40.5K 0.16% 96
2015
Q1 		$263K Buy
13,990
+2,130
+18% +$34.6K 0.18% 99
2014
Q4 		$202K Buy
+11,860
New +$206K 0.15% 104

Other funds holding OUBS

AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

ArchPoint Investors's OUBS Position: Q3 2015 in Review

ArchPoint Investors sold out of USB AG (NEW) (OUBS) in Q3 2015, closing a stake of 12,080 shares — an estimated $256K sold.

ArchPoint Investors first reported a position in OUBS in Q4 2014 and held it in 3 quarters. The position peaked at $263K in Q1 2015. 5 funds tracked by Wall St. Rank hold OUBS as of Q3 2015.

  • ArchPoint Investors reported no remaining USB AG (NEW) position as of Q3 2015 after selling out during the quarter.
  • ArchPoint Investors sold 12,080 USB AG (NEW) shares in Q3 2015, an estimated $256K.
  • ArchPoint Investors first reported a position in USB AG (NEW) in Q4 2014 and held it in 3 quarters.
  • ArchPoint Investors's USB AG (NEW) position peaked at $263K in Q1 2015.
  • 5 funds tracked by Wall St. Rank held USB AG (NEW) as of Q3 2015.

Based on ArchPoint Investors's 13F filing for Q3 2015, filed 12 Nov 2015.