UZA - PFD (UZA)

CUSIP: 911684405

Q2 2014 13F Holders as of 30 Jun 2014

Type / Class
Equity / PFD
Total 13F shares
262,421
Share change
+59,098
Total reported value
$6,687,248
Price per share
$25.47
Number of holders
9
Value change
+$1,505,478
Number of buys
6
Number of sells
2

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 Q2 2014

As of 30 Jun 2014, UZA - PFD (UZA) was held by 9 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 262,421 shares. The largest 9 holders included ROOSEVELT INVESTMENT GROUP INC, Fulton Breakefield Broenniman LLC, MASSMUTUAL TRUST CO FSB/ADV, SPIRIT OF AMERICA MANAGEMENT CORP/NY, KCM INVESTMENT ADVISORS LLC, Parametric Portfolio Associates LLC, CITY NATIONAL BANK, PRIVATE TRUST CO NA, and Ameriprise Financial Inc. This page lists 9 institutional shareholders reporting positions in this security for the Q2 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.