LWA
OUBS

Lenox Wealth Advisors’s USB AG (NEW) OUBS Stock Holding History

Lenox Wealth 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
Q3 		– Sell
-434
Closed -$9K – 411
2015
Q2 		$9K Hold
434
– – ﹤0.01% 156
2015
Q1 		$8K Hold
434
– – ﹤0.01% 186
2014
Q4 		$7K Buy
+434
New +$7.56K ﹤0.01% 207

Other funds holding OUBS

AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 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

Lenox Wealth Advisors's OUBS Position: Q3 2015 in Review

Lenox Wealth Advisors sold out of USB AG (NEW) (OUBS) in Q3 2015, closing a stake of 434 shares — an estimated $9K sold.

Lenox Wealth Advisors first reported a position in OUBS in Q4 2014 and held it in 3 quarters. The position peaked at $9K in Q2 2015. 5 funds tracked by Wall St. Rank hold OUBS as of Q3 2015.

  • Lenox Wealth Advisors reported no remaining USB AG (NEW) position as of Q3 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 434 USB AG (NEW) shares in Q3 2015, an estimated $9K.
  • Lenox Wealth Advisors first reported a position in USB AG (NEW) in Q4 2014 and held it in 3 quarters.
  • Lenox Wealth Advisors's USB AG (NEW) position peaked at $9K in Q2 2015.
  • 5 funds tracked by Wall St. Rank held USB AG (NEW) as of Q3 2015.

Based on Lenox Wealth Advisors's 13F filing for Q3 2015, filed 13 Oct 2015.