JFA
OUBS

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

JNBA Financial Advisors’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
Q4 		– Sell
-149
Closed -$3K – 575
2015
Q3 		$3K Hold
149
– – ﹤0.01% 455
2015
Q2 		$3K Hold
149
– – ﹤0.01% 462
2015
Q1 		$3K Buy
+149
New +$2.42K ﹤0.01% 467

Other funds holding OUBS

IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 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
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

JNBA Financial Advisors's OUBS Position: Q4 2015 in Review

JNBA Financial Advisors sold out of USB AG (NEW) (OUBS) in Q4 2015, closing a stake of 149 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in OUBS in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q3 2015. 4 funds tracked by Wall St. Rank hold OUBS as of Q4 2015.

  • JNBA Financial Advisors reported no remaining USB AG (NEW) position as of Q4 2015 after selling out during the quarter.
  • JNBA Financial Advisors sold 149 USB AG (NEW) shares in Q4 2015, an estimated $3K.
  • JNBA Financial Advisors first reported a position in USB AG (NEW) in Q1 2015 and held it in 3 quarters.
  • JNBA Financial Advisors's USB AG (NEW) position peaked at $3K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held USB AG (NEW) as of Q4 2015.

Based on JNBA Financial Advisors's 13F filing for Q4 2015, filed 27 Jan 2016.