WA
OUBS

Waverly Advisors’s USB AG (NEW) OUBS Stock Holding History

Waverly Advisors’s Portfolio OUBS Stock Details OUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-143
Closed -$2K – 769
2014
Q3 		$2K Hold
143
– – ﹤0.01% 741
2014
Q2 		$3K Buy
143
+53
+59% +$1.11K ﹤0.01% 684
2014
Q1 		$2K Hold
90
– – ﹤0.01% 673
2013
Q4 		$2K Buy
+90
New +$2K ﹤0.01% 799