MA
SPE

MUFG Americas’s Special Opportunities Fund SPE Stock Holding History

MUFG Americas’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-648
Closed -$10K – 1423
2013
Q2 		$10K Buy
+648
New +$10.7K ﹤0.01% 1404

Other funds holding SPE

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WI
Western Investment Salt Lake City, Utah $23.2M AUM
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MUFG Americas's SPE Position: Q3 2013 in Review

MUFG Americas sold out of Special Opportunities Fund (SPE) in Q3 2013, closing a stake of 648 shares — an estimated $10K sold.

MUFG Americas first reported a position in SPE in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 26 funds tracked by Wall St. Rank hold SPE as of Q3 2013.

  • MUFG Americas reported no remaining Special Opportunities Fund position as of Q3 2013 after selling out during the quarter.
  • MUFG Americas sold 648 Special Opportunities Fund shares in Q3 2013, an estimated $10K.
  • MUFG Americas first reported a position in Special Opportunities Fund in Q2 2013 and held it in 1 quarter.
  • MUFG Americas's Special Opportunities Fund position peaked at $10K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q3 2013.

Based on MUFG Americas's 13F filing for Q3 2013, filed 8 Nov 2013.