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United Asset Strategies’s INNOVATE Corp VATE Stock Holding History

United Asset Strategies’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,000
Closed -$34K – 95
2013
Q3 		$34K Hold
1,000
– – 0.02% 85
2013
Q2 		$119K Buy
+1,000
New +$119K 0.08% 88

Other funds holding VATE

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FQ
First Quadrant Glendale, California $18M AUM 24.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Asset Strategies's VATE Position: Q4 2013 in Review

United Asset Strategies sold out of INNOVATE Corp (VATE) in Q4 2013, closing a stake of 1,000 shares — an estimated $34K sold.

United Asset Strategies first reported a position in VATE in Q2 2013 and held it in 2 quarters. The position peaked at $119K in Q2 2013. 5 funds tracked by Wall St. Rank hold VATE as of Q4 2013.

  • United Asset Strategies reported no remaining INNOVATE Corp position as of Q4 2013 after selling out during the quarter.
  • United Asset Strategies sold 1,000 INNOVATE Corp shares in Q4 2013, an estimated $34K.
  • United Asset Strategies first reported a position in INNOVATE Corp in Q2 2013 and held it in 2 quarters.
  • United Asset Strategies's INNOVATE Corp position peaked at $119K in Q2 2013.
  • 5 funds tracked by Wall St. Rank held INNOVATE Corp as of Q4 2013.

Based on United Asset Strategies's 13F filing for Q4 2013, filed 27 Jan 2014.