Which funds bought or sold undefined recently?
| Datesorted ascending | Fund Name | Type | % Portfolio | % Chg | $ Change | $ Held | # Shares |
|---|---|---|---|---|---|---|---|
| 2022-07-19 | Lake Point Wealth Management | SOLD OFF | Premium | Premium | Premium | Premium | - |
| 2022-05-16 | Amalgamated Financial Corp. | NEW | Premium | Premium | Premium | Premium | 103,504 |
| 2022-05-16 | Parametric Portfolio Associates LLC | REDUCED | Premium | Premium | Premium | Premium | 447,169 |
| 2022-04-21 | FIRST QUADRANT LLC/CA | NEW | Premium | Premium | Premium | Premium | 15,672 |
| 2022-02-15 | NEXT Financial Group, Inc | UNCHANGED | Premium | Premium | Premium | Premium | 2,400 |
| 2021-10-07 | Berman Capital Advisors, LLC | SOLD OFF | Premium | Premium | Premium | Premium | - |
| 2021-08-16 | PICTET ASSET MANAGEMENT LTD | ADDED | Premium | Premium | Premium | Premium | 359,319 |
| 2021-08-13 | QS Investors, LLC | SOLD OFF | Premium | Premium | Premium | Premium | - |
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Parametric Portfolio Associates LLC | 447,169 | 1,033,000 | - |
| PICTET ASSET MANAGEMENT LTD | 359,319 | 1,682,000 | - |
| Amalgamated Financial Corp. | 103,504 | 239,000 | - |
| FIRST QUADRANT LLC/CA | 15,672 | 36,000 | 0.20% |
| NEXT Financial Group, Inc | 2,400 | 9,000 | - |
| QS Investors, LLC | - | - | - |
| Berman Capital Advisors, LLC | - | - | - |
| Lake Point Wealth Management | - | - | - |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| FIRST QUADRANT LLC/CA | 36,000 | 0.20% |
| QS Investors, LLC | - | - |
| PICTET ASSET MANAGEMENT LTD | 1,682,000 | - |
| Berman Capital Advisors, LLC | - | - |
| NEXT Financial Group, Inc | 9,000 | - |
| Amalgamated Financial Corp. | 239,000 | - |
| Parametric Portfolio Associates LLC | 1,033,000 | - |
| Lake Point Wealth Management | - | - |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| Amalgamated Financial Corp. | 239,000 |
| FIRST QUADRANT LLC/CA | 36,000 |
Additions
| Fund Name | % Increased |
|---|---|
| PICTET ASSET MANAGEMENT LTD | 1,953 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Parametric Portfolio Associates LLC | -48.7 |
Sold off
| Fund Name | $ Sold |
|---|---|
| QS Investors, LLC | -245,000 |
| Lake Point Wealth Management | -2,000 |
| Berman Capital Advisors, LLC | -1,000 |