PVWM
OUBS

Point View Wealth Management’s USB AG (NEW) OUBS Stock Holding History

Point View Wealth Management’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
2017
Q4 		– Sell
-10,371
Closed -$178K – 275
2017
Q3 		$178K Hold
10,371
– – 0.09% 236
2017
Q2 		$176K Hold
10,371
– – 0.09% 232
2017
Q1 		$165K Hold
10,371
– – 0.09% 231
2016
Q4 		$163K Hold
10,371
– – 0.09% 225
2016
Q3 		$141K Buy
+10,371
New +$141K 0.08% 224

Other funds holding OUBS

WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Point View Wealth Management's OUBS Position: Q4 2017 in Review

Point View Wealth Management sold out of USB AG (NEW) (OUBS) in Q4 2017, closing a stake of 10,371 shares — an estimated $178K sold.

Point View Wealth Management first reported a position in OUBS in Q3 2016 and held it in 5 quarters. The position peaked at $178K in Q3 2017. 2 funds tracked by Wall St. Rank hold OUBS as of Q4 2017.

  • Point View Wealth Management reported no remaining USB AG (NEW) position as of Q4 2017 after selling out during the quarter.
  • Point View Wealth Management sold 10,371 USB AG (NEW) shares in Q4 2017, an estimated $178K.
  • Point View Wealth Management first reported a position in USB AG (NEW) in Q3 2016 and held it in 5 quarters.
  • Point View Wealth Management's USB AG (NEW) position peaked at $178K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held USB AG (NEW) as of Q4 2017.

Based on Point View Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.