CIP
OUBS

Convergence Investment Partners’s USB AG (NEW) OUBS Stock Holding History

Convergence Investment Partners’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
-13,521
Closed -$224K – 459
2014
Q4 		$224K Buy
+13,521
New +$235K 0.03% 326

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RFC
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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
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FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Convergence Investment Partners's OUBS Position: Q1 2015 in Review

Convergence Investment Partners sold out of USB AG (NEW) (OUBS) in Q1 2015, closing a stake of 13,521 shares — an estimated $224K sold.

Convergence Investment Partners first reported a position in OUBS in Q4 2014 and held it in 1 quarter. The position peaked at $224K in Q4 2014. 32 funds tracked by Wall St. Rank hold OUBS as of Q1 2015.

  • Convergence Investment Partners reported no remaining USB AG (NEW) position as of Q1 2015 after selling out during the quarter.
  • Convergence Investment Partners sold 13,521 USB AG (NEW) shares in Q1 2015, an estimated $224K.
  • Convergence Investment Partners first reported a position in USB AG (NEW) in Q4 2014 and held it in 1 quarter.
  • Convergence Investment Partners's USB AG (NEW) position peaked at $224K in Q4 2014.
  • 32 funds tracked by Wall St. Rank held USB AG (NEW) as of Q1 2015.

Based on Convergence Investment Partners's 13F filing for Q1 2015, filed 1 May 2015.