EUNITS 2 YR U S EQUITY MKT UIT (MA)
ETUA
ETUA was delisted on the 24th of January, 2014.
6 hedge funds and large institutions have $9.42M invested in EUNITS 2 YR U S EQUITY MKT UIT (MA) in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
3% more capital invested
Capital invested by funds: $9.11M → $9.42M (+$310K)
0% more funds holding
Funds holding: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$57.2K |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$13.3K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$84.5K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$28.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $7.55M | -$28.2K | -2,500 | -0.4% |
|
|
WAM
2
Weiss Asset Management
Boston,
Massachusetts
| $723K | +$13.3K | +1,182 | +2% |
|
|
BBPWM
3
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $691K | +$57.2K | +5,070 | +9% |
|
|
U
4
UBS
Zurich,
Switzerland
| $320K | -$84.5K | -7,491 | -21% |
|
|
TJHA
5
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $131K | – | – | – |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $3K | +$2.27K | +201 | +203% |
|
ETUA Hedge Fund Activity: Q3 2013 in Review
6 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in EUNITS 2 YR U S EQUITY MKT UIT (MA) (ETUA) for Q3 2013, worth a combined $9.42M — up 3.4% from $9.11M a quarter earlier.
Fund positioning in ETUA was balanced in Q3 2013: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Blue Bell Private Wealth Management, adding an estimated $57.2K. The largest seller was UBS, cutting an estimated $84.5K.
- 6 institutional investors held EUNITS 2 YR U S EQUITY MKT UIT (MA) (ETUA) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $9.42M of EUNITS 2 YR U S EQUITY MKT UIT (MA) stock for Q3 2013, up 3.4% quarter-over-quarter.
- 0 funds opened new EUNITS 2 YR U S EQUITY MKT UIT (MA) positions in Q3 2013 and 0 closed out.
- The largest EUNITS 2 YR U S EQUITY MKT UIT (MA) buyer in Q3 2013 was Blue Bell Private Wealth Management, an estimated $57.2K added.
- The largest EUNITS 2 YR U S EQUITY MKT UIT (MA) seller in Q3 2013 was UBS, an estimated $84.5K sold.
Based on aggregated 13F filings for Q3 2013.