BPBT
OUBS

Boston Private Bank & Trust’s USB AG (NEW) OUBS Stock Holding History

Boston Private Bank & Trust’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
Q1 		– Sell
-197
Closed -$3K – 1162
2014
Q4 		$3K Buy
+197
New +$3.43K ﹤0.01% 1026

Other funds holding OUBS

CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MME
Meag Munich Ergo Munich, Germany $3.54B AUM 20% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Private Bank & Trust's OUBS Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of USB AG (NEW) (OUBS) in Q1 2015, closing a stake of 197 shares — an estimated $3K sold.

Boston Private Bank & Trust first reported a position in OUBS in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 32 funds tracked by Wall St. Rank hold OUBS as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining USB AG (NEW) position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 197 USB AG (NEW) shares in Q1 2015, an estimated $3K.
  • Boston Private Bank & Trust first reported a position in USB AG (NEW) in Q4 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's USB AG (NEW) position peaked at $3K in Q4 2014.
  • 32 funds tracked by Wall St. Rank held USB AG (NEW) as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.