This page summarizes the UBT holdings changes quarter over quarter among those 13F filers that have reported for
the 6/30/2020 period, comparing share count change from 3/31/2020 to 6/30/2020.
Share count is compared over these two periods to provide an indication of whether UBT is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 3/31/2020 6/30/2020 Change % Change 13F Filers Increasing UBT Share Count
Eqis Capital Management Inc. 18,270
93,352
+ 75,082 + 410.96%
Envestnet Asset Management Inc. 71,306
222,970
+ 151,664 + 212.69%
13F Filers Reporting New Positions In UBT
Proequities Inc. 0
0
UNCH 100%
IFP Advisors Inc 0
0
UNCH 100%
Mid Atlantic Financial Management Inc. ADV 0
6,070
+ 6,070 + 100%
Morgan Stanley 0
400
+ 400 + 100%
Haafor Singapore Pte. Ltd. 0
4,174
+ 4,174 + 100%
Castle Rock Wealth Management LLC 0
10,698
+ 10,698 + 100%
Patriot Investment Management Inc. 0
836
+ 836 + 100%
13F Filers With Unchanged Share Count
Wells Fargo & Company MN 90
90
UNCH 0.00%
Citigroup Inc. 502
502
UNCH 0.00%
Cutler Group LP 200
200
UNCH 0.00%
13F Filers Decreasing UBT Share Count
Simplex Trading LLC 194
74
- 120 - 61.86%
Jane Street Group LLC 50,514
49,724
- 790 - 1.56%
13F Filers Exiting UBT
Financial Gravity Asset Management Inc. 74
0
- 74 - 100.00%
Forefront Analytics LLC 10
0
- 10 - 100.00%
Advisor Group Holdings Inc. 200
0
- 200 - 100.00%
Advisory Services Network LLC 228
0
- 228 - 100.00%
IMC Chicago LLC 47,024
0
- 47,024 - 100.00%
Royal Bank of Canada 142,290
0
- 142,290 - 100.00%
See Summary: Institutional Holders of UBT Top 10 Hedge Funds Holding UBT
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