SK
OUBS

Sarah Ketterer’s USB AG (NEW) OUBS Stock Holding History

Sarah Ketterer’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
Q2 		– Sell
-1,318,271
Closed -$24.7M – 85
2015
Q1 		$24.7M Sell
1,318,271
-105,442
-7% -$1.71M 0.65% 36
2014
Q4 		$24.3M Buy
+1,423,713
New +$24.8M 0.7% 34

Other funds holding OUBS

AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Sarah Ketterer's OUBS Position: Q2 2015 in Review

Sarah Ketterer sold out of USB AG (NEW) (OUBS) in Q2 2015, closing a stake of 1,318,271 shares — an estimated $24.7M sold.

Sarah Ketterer first reported a position in OUBS in Q4 2014 and held it in 2 quarters. The position peaked at $24.7M in Q1 2015. 14 funds tracked by Wall St. Rank hold OUBS as of Q2 2015.

  • Sarah Ketterer reported no remaining USB AG (NEW) position as of Q2 2015 after selling out during the quarter.
  • Sarah Ketterer sold 1,318,271 USB AG (NEW) shares in Q2 2015, an estimated $24.7M.
  • Sarah Ketterer first reported a position in USB AG (NEW) in Q4 2014 and held it in 2 quarters.
  • Sarah Ketterer's USB AG (NEW) position peaked at $24.7M in Q1 2015.
  • 14 funds tracked by Wall St. Rank held USB AG (NEW) as of Q2 2015.

Based on Causeway Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.