UZA - PFD (UZA)

CUSIP: 911684405

Q1 2014 13F Holders as of 31 Mar 2014

Type / Class
Equity / PFD
Total 13F shares
203,323
Share change
+68,898
Total reported value
$5,157,541
Price per share
$25.36
Number of holders
8
Value change
+$1,748,536
Number of buys
5
Number of sells
3

Quarterly Holders Quick Answers

What is CUSIP 911684405?
CUSIP 911684405 identifies UZA - UZA - PFD in SEC institutional holdings data.

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Institutional Holders of UZA - PFD (UZA) as of Q1 2014

As of 31 Mar 2014, UZA - PFD (UZA) was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 203,323 shares. The largest 8 holders included ROOSEVELT INVESTMENT GROUP INC, Fulton Breakefield Broenniman LLC, MASSMUTUAL TRUST CO FSB/ADV, SPIRIT OF AMERICA MANAGEMENT CORP/NY, Parametric Portfolio Associates LLC, CITY NATIONAL BANK, KCM INVESTMENT ADVISORS LLC, and AMERIPRISE FINANCIAL INC. This page lists 8 institutional shareholders reporting positions in this security for the Q1 2014 filing period.
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.