P
OUBS

Palladiem’s USB AG (NEW) OUBS Stock Holding History

Palladiem’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
-479
Closed -$10K – 246
2015
Q2 		$10K Hold
479
– – 0.01% 155
2015
Q1 		$9K Hold
479
– – 0.01% 132
2014
Q4 		$8K Buy
+479
New +$8.34K 0.01% 148

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 $523M AUM 16.83% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return