Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
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Equity / ETRACS UBS BLOOM
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Number of holders
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9
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Total 13F shares, excl. options
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579K
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Shares change
-
-40.4K
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Total reported value, excl. options
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$9.78M
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Value change
-
-$681K
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Number of buys
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4
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Number of sells
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-4
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Price
-
$16.87
Significant Holders of UBS AG - ETRACS UBS BLOOM (UCIB) as of Q1 2021
9 filings reported holding UCIB - UBS AG - ETRACS UBS BLOOM as of Q1 2021.
UBS AG - ETRACS UBS BLOOM (UCIB) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 579K shares
.
Largest 9 shareholders include RHS Financial, LLC (178K shares), Legacy Wealth Asset Management, LLC (168K shares), ENVESTNET ASSET MANAGEMENT INC (164K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (41.1K shares), Alaska Permanent Capital Management (12.3K shares), Dorsey & Whitney Trust CO LLC (11K shares), Danda Trouve Investment Management, Inc. (2.86K shares), UBS Group AG (979 shares), and MORGAN STANLEY (773 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.