UAS
LOAN

United Asset Strategies’s Manhattan Bridge Capital LOAN Stock Holding History

United Asset Strategies’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,483
Closed -$50K – 213
2020
Q3 		$50K Buy
+11,483
New +$49.2K 0.01% 185

Other funds holding LOAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

United Asset Strategies's LOAN Position: Q4 2020 in Review

United Asset Strategies sold out of Manhattan Bridge Capital (LOAN) in Q4 2020, closing a stake of 11,483 shares — an estimated $50K sold.

United Asset Strategies first reported a position in LOAN in Q3 2020 and held it in 1 quarter. The position peaked at $50K in Q3 2020. 26 funds tracked by Wall St. Rank hold LOAN as of Q4 2020.

  • United Asset Strategies reported no remaining Manhattan Bridge Capital position as of Q4 2020 after selling out during the quarter.
  • United Asset Strategies sold 11,483 Manhattan Bridge Capital shares in Q4 2020, an estimated $50K.
  • United Asset Strategies first reported a position in Manhattan Bridge Capital in Q3 2020 and held it in 1 quarter.
  • United Asset Strategies's Manhattan Bridge Capital position peaked at $50K in Q3 2020.
  • 26 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2020.

Based on United Asset Strategies's 13F filing for Q4 2020, filed 5 Feb 2021.