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Which funds bought or sold undefined recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2022-11-10
Salient Capital Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-11-08
ALPHASIMPLEX GROUP, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-08-15
Frontier Wealth Management LLC
REDUCED
Premium
Premium
Premium
Premium
51,814
2022-08-11
BIVIN & ASSOCIATES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2022-05-16
Parametric Portfolio Associates LLC
ADDED
Premium
Premium
Premium
Premium
302,109
2021-11-15
Marshall Wace North America L.P.
NEW
Premium
Premium
Premium
Premium
118,344
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10
All
1–6 of 6
Which funds are the top buyers of undefined?
Fund Name
# Shares
$ Value
% Port.
Parametric Portfolio Associates LLC
302,109
4,220,000
-
Marshall Wace North America L.P.
118,344
1,388,000
0.01%
Frontier Wealth Management LLC
51,814
707,000
0.05%
ALPHASIMPLEX GROUP, LLC
-
-
-
Salient Capital Advisors, LLC
-
-
-
BIVIN & ASSOCIATES, INC.
-
-
-
Rows per page:
10
1–6 of 6
Which funds have put a big percent of portfolio in undefined?
Fund Name
$ Value
% Port.
Frontier Wealth Management LLC
707,000
0.05%
Marshall Wace North America L.P.
1,388,000
0.01%
Parametric Portfolio Associates LLC
4,220,000
-
ALPHASIMPLEX GROUP, LLC
-
-
Salient Capital Advisors, LLC
-
-
BIVIN & ASSOCIATES, INC.
-
-
Rows per page:
10
1–6 of 6
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Marshall Wace North America L.P.
1,388,000
Additions
Fund Name
% Increased
Parametric Portfolio Associates LLC
1.84
Reductions
Fund Name
% Reduced
Frontier Wealth Management LLC
-1.33
Sold off
Fund Name
$ Sold
Salient Capital Advisors, LLC
-8,693,000
ALPHASIMPLEX GROUP, LLC
-742,000
BIVIN & ASSOCIATES, INC.
-1,000