SHWM
ONN

Smith & Howard Wealth Management’s UBS AG LONDON BRH ETRACS FISHER-GARTMAN RISK (UK) ONN Stock Holding History

Smith & Howard Wealth Management’s Portfolio ONN Stock Details ONN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,000
Closed -$30K – 245
2013
Q4 		$30K Hold
1,000
– – 0.02% 137
2013
Q3 		$29K Buy
+1,000
New +$29.1K 0.02% 138

Other funds holding ONN

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Smith & Howard Wealth Management's ONN Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of UBS AG LONDON BRH ETRACS FISHER-GARTMAN RISK (UK) (ONN) in Q1 2014, closing a stake of 1,000 shares — an estimated $30K sold.

Smith & Howard Wealth Management first reported a position in ONN in Q3 2013 and held it in 2 quarters. The position peaked at $30K in Q4 2013. 1 fund tracked by Wall St. Rank holds ONN as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining UBS AG LONDON BRH ETRACS FISHER-GARTMAN RISK (UK) position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,000 UBS AG LONDON BRH ETRACS FISHER-GARTMAN RISK (UK) shares in Q1 2014, an estimated $30K.
  • Smith & Howard Wealth Management first reported a position in UBS AG LONDON BRH ETRACS FISHER-GARTMAN RISK (UK) in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's UBS AG LONDON BRH ETRACS FISHER-GARTMAN RISK (UK) position peaked at $30K in Q4 2013.
  • 1 fund tracked by Wall St. Rank held UBS AG LONDON BRH ETRACS FISHER-GARTMAN RISK (UK) as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.