Which funds bought or sold undefined recently?
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Salient Capital Advisors, LLC | 278,713 | 10,471,000 | 0.60% |
| Domani Wealth, LLC | 21,000 | 876,120 | 0.20% |
| B. Riley Wealth Management, Inc. | 11,700 | 346 | - |
| American National Registered Investment Advisor, Inc. | 7,575 | 254,000 | 0.09% |
| AMERICAN NATIONAL INSURANCE CO | 7,000 | 235,000 | 0.06% |
| Fieldpoint Private Securities, LLC | 1,915 | 57,000 | 0.02% |
| Cowen Prime Services LLC | 1,600 | 49,000 | 0.02% |
| Parametric Portfolio Associates LLC | - | - | - |
| Cowen Prime Advisors LLC | - | - | - |
| Coppell Advisory Solutions Corp. | - | - | - |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| Salient Capital Advisors, LLC | 10,471,000 | 0.60% |
| Domani Wealth, LLC | 876,120 | 0.20% |
| American National Registered Investment Advisor, Inc. | 254,000 | 0.09% |
| AMERICAN NATIONAL INSURANCE CO | 235,000 | 0.06% |
| Cowen Prime Services LLC | 49,000 | 0.02% |
| Fieldpoint Private Securities, LLC | 57,000 | 0.02% |
| Parametric Portfolio Associates LLC | - | - |
| B. Riley Wealth Management, Inc. | 346 | - |
| Cowen Prime Advisors LLC | - | - |
| Coppell Advisory Solutions Corp. | - | - |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| American National Registered Investment Advisor, Inc. | 254,000 |
| AMERICAN NATIONAL INSURANCE CO | 235,000 |
Additions
| Fund Name | % Increased |
|---|---|
| Fieldpoint Private Securities, LLC | 2.57 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Salient Capital Advisors, LLC | -67.11 |
| B. Riley Wealth Management, Inc. | -16.84 |
| Domani Wealth, LLC | -5.41 |
Sold off
| Fund Name | $ Sold |
|---|---|
| First Capital Advisors Group, LLC. | -1,175,150 |
| Vident Investment Advisory, LLC | -1,174,340 |
| Parametric Portfolio Associates LLC | -843,000 |
| Cowen Prime Advisors LLC | -66,000 |
| Coppell Advisory Solutions Corp. | -3,879 |