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 $433M AUM 40.01% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $523M AUM 16.83% 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