FIM
OUBS

Freedom Investment Management’s USB AG (NEW) OUBS Stock Holding History

Freedom Investment Management’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
2016
Q4 		– Sell
-12,918
Closed -$176K – 1099
2016
Q3 		$176K Buy
+12,918
New +$176K 0.01% 840

Other funds holding OUBS

PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Freedom Investment Management's OUBS Position: Q4 2016 in Review

Freedom Investment Management sold out of USB AG (NEW) (OUBS) in Q4 2016, closing a stake of 12,918 shares — an estimated $176K sold.

Freedom Investment Management first reported a position in OUBS in Q3 2016 and held it in 1 quarter. The position peaked at $176K in Q3 2016. 2 funds tracked by Wall St. Rank hold OUBS as of Q4 2016.

  • Freedom Investment Management reported no remaining USB AG (NEW) position as of Q4 2016 after selling out during the quarter.
  • Freedom Investment Management sold 12,918 USB AG (NEW) shares in Q4 2016, an estimated $176K.
  • Freedom Investment Management first reported a position in USB AG (NEW) in Q3 2016 and held it in 1 quarter.
  • Freedom Investment Management's USB AG (NEW) position peaked at $176K in Q3 2016.
  • 2 funds tracked by Wall St. Rank held USB AG (NEW) as of Q4 2016.

Based on Freedom Investment Management's 13F filing for Q4 2016, filed 5 Jan 2017.