UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE)
MLPW
MLPW was delisted on the 15th of August, 2016.
5 hedge funds and large institutions have $155K invested in UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
2% more capital invested
Capital invested by funds: $151K → $155K (+$3.58K)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
+$29.1K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$23K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$34 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
1
Winslow Evans & Crocker
Boston,
Massachusetts
| $133K | +$29.1K | +864 | +28% |
|
|
LTFS
2
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | – | – | – |
|
|
AIG
3
American International Group
New York
| $7.52K | – | – | – |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $3K | +$3.33K | +99 | New |
|
|
5
Creative Planning
Overland Park,
Kansas
| – | -$23K | -660 | Closed |
|
|
6
Wells Fargo
San Francisco,
California
| – | -$34 | -1 | Closed |
|
MLPW Hedge Fund Activity: Q1 2015 in Review
5 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) (MLPW) for Q1 2015, worth a combined $155K — up 2.4% from $151K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MLPW and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Winslow Evans & Crocker, adding an estimated $29.1K. The largest seller was Creative Planning, exiting entirely with an estimated $23K sold.
- 5 institutional investors held UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) (MLPW) as of Q1 2015, down from 6 in Q4 2014.
- Funds reported $155K of UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) stock for Q1 2015, up 2.4% quarter-over-quarter.
- 1 fund opened new UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) positions in Q1 2015 and 2 closed out, a net change of -1 holder.
- The largest UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) buyer in Q1 2015 was Winslow Evans & Crocker, an estimated $29.1K added.
- The largest UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) seller in Q1 2015 was Creative Planning, an estimated $23K sold.
Based on aggregated 13F filings for Q1 2015.