United Capital Financial Advisors’s USB AG (NEW) OUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-64,141
| Closed | -$1.11M | – | 1218 |
|
|
2014
Q3 | $1.11M | Sell |
64,141
-590
| -0.9% | -$10.2K | 0.02% | 583 |
|
|
2014
Q2 | $1.19M | Buy |
64,731
+14,272
| +28% | +$261K | 0.02% | 525 |
|
|
2014
Q1 | $1.05M | Buy |
50,459
+12,209
| +32% | +$253K | 0.02% | 479 |
|
|
2013
Q4 | $736K | Buy |
38,250
+14,529
| +61% | +$280K | 0.03% | 376 |
|
|
2013
Q3 | $487K | Buy |
+23,721
| New | +$487K | 0.02% | 445 |
|