IF
OUBS

Ironwood Financial’s USB AG (NEW) OUBS Stock Holding History

Ironwood Financial’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
-285
Closed -$6K – 404
2015
Q2 		$6K Buy
+285
New +$6K ﹤0.01% 243

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

Ironwood Financial's OUBS Position: Q3 2015 in Review

Ironwood Financial sold out of USB AG (NEW) (OUBS) in Q3 2015, closing a stake of 285 shares — an estimated $6K sold.

Ironwood Financial first reported a position in OUBS in Q2 2015 and held it in 1 quarter. The position peaked at $6K in Q2 2015. 5 funds tracked by Wall St. Rank hold OUBS as of Q3 2015.

  • Ironwood Financial reported no remaining USB AG (NEW) position as of Q3 2015 after selling out during the quarter.
  • Ironwood Financial sold 285 USB AG (NEW) shares in Q3 2015, an estimated $6K.
  • Ironwood Financial first reported a position in USB AG (NEW) in Q2 2015 and held it in 1 quarter.
  • Ironwood Financial's USB AG (NEW) position peaked at $6K in Q2 2015.
  • 5 funds tracked by Wall St. Rank held USB AG (NEW) as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.