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

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

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.