TD Waterhouse Canada’s United Maritime USEA Stock Holding History

TD Waterhouse Canada’s Portfolio USEA Stock Details USEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-18	Closed	-$51	–	1822
2023 Q1	$51	Hold	18	–	–	﹤0.01%	1715
2022 Q4	$72	Hold	18	–	–	﹤0.01%	1672
2022 Q3	$32	Buy	+18	New	+$40	﹤0.01%	1693

Other funds holding USEA

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTDI

First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TD Waterhouse Canada's USEA Position: Q2 2023 in Review

TD Waterhouse Canada sold out of United Maritime (USEA) in Q2 2023, closing a stake of 18 shares — an estimated $51 sold.

TD Waterhouse Canada first reported a position in USEA in Q3 2022 and held it in 3 quarters. The position peaked at $72 in Q4 2022. 11 funds tracked by Wall St. Rank hold USEA as of Q2 2023.

TD Waterhouse Canada reported no remaining United Maritime position as of Q2 2023 after selling out during the quarter.
TD Waterhouse Canada sold 18 United Maritime shares in Q2 2023, an estimated $51.
TD Waterhouse Canada first reported a position in United Maritime in Q3 2022 and held it in 3 quarters.
TD Waterhouse Canada's United Maritime position peaked at $72 in Q4 2022.
11 funds tracked by Wall St. Rank held United Maritime as of Q2 2023.

Based on TD Waterhouse Canada's 13F filing for Q2 2023, filed 13 Nov 2023.