GGPS
OUBS

Gary Goldberg Planning Services’s USB AG (NEW) OUBS Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$1K Buy
+48
New +$836 ﹤0.01% 447

Other funds holding OUBS

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
MME
Meag Munich Ergo Munich, Germany $3.54B AUM 20% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's OUBS Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in USB AG (NEW) (OUBS) in Q4 2014: 48 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings.

117 funds tracked by Wall St. Rank hold OUBS as of Q4 2014.

  • Gary Goldberg Planning Services held 48 shares of USB AG (NEW) worth $1K as of Q4 2014.
  • USB AG (NEW) was a new Gary Goldberg Planning Services position in Q4 2014.
  • USB AG (NEW) made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #447 holding.
  • 117 funds tracked by Wall St. Rank held USB AG (NEW) as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.