Group Ag Ubs - Net Worth and Insider Trading
Group Ag Ubs Net Worth
The estimated net worth of Group Ag Ubs is at least $2 Million dollars as of 2024-07-17. Group Ag Ubs is the 10% Owner of Virtus Convertible & Income Fund and owns about 273,222 shares of Virtus Convertible & Income Fund (NCV) stock worth over $948,080. Group Ag Ubs is the 10% Owner of Volcon Inc and owns about 24,973 shares of Volcon Inc (VLCN) stock worth over $81,412. Group Ag Ubs is also the 10% Owner of PIMCO Municipal Income Fund II and owns about 9,288 shares of PIMCO Municipal Income Fund II (PML) stock worth over $80,527. Besides these, Group Ag Ubs also holds PIMCO Municipal Income Fund (PMF) , PIMCO Corporate & Income Opportunity Fds (PTY) , PIMCO California Municipal Income Fund (PCQ) , PIMCO Municipal Income Fund III (PMX) , PIMCO CA Muni Income Fund III (PZC) , PIMCO CA Muni Income Fund II (PCK) , Pioneer Muni High Income Advantage Tr (MAV) , Virtus Convertible & Income Fund II (NCZ) , Eaton Vance Municipal Income Trust (EVN) , Blackrock Municipal 2020 Term Trust (BKK) , PIMCO New York Municipal Income Fund II (PNI) , BNY Mellon Strategic Municipals, Inc. (LEO) , Pioneer Municipal High Income Trust (MHI) , Eaton Vance Senior Income Trust (EVF) , Alliancebernstein National Muni Inc Fd (AFB) , Eaton Vance Municipal Bond Fund II (EIV) , PIMCO New York Municipal Income Fund (PNF) , PIMCO Income Strategy Fund II (PFN) , BNY Mellon Strategic Municipal Bond Fund, Inc. (DSM) , Eaton Vance Ohio Municipal Income Trust (EVO) , PIMCO High Income Fund (PHK) , Eaton Vance CA Muni Income Trust (CEV) , Eaton Vance NY Muni Income Trust (EVY) , Edible Garden AG Inc (EDBL) , Eaton Vance NJ Muni Income Trust (EVJ) , PIMCO New York Municipal Income Fund III (PYN) , BNY Mellon Municipal Income, Inc. (DMF) , Eaton Vance California Municipal Bond Fund II (EIA) , Eaton Vance New Jersey Municipal Bond Fund (EMJ) , Alliance California Municipal Income Fund Inc (AKP) , Eaton Vance Massachusetts Municipal Bond Fund (MAB) , Eaton Vance MA Muni Income Trust (MMV) , Eaton Vance Ohio Municipal Bond Fund (EIO) , Eaton Vance Pennsylvania Municipal Bond Fund (EIP) , Franklin Limited Duration Income Trust (FTF) , Eaton Vance Michigan Municipal Bond Fund (MIW) , Eaton Vance Michigan Muni Income Trust (EMI) , PIMCO Income Strategy Fund (PFL) , Eaton Vance PA Muni Income Trust (EVP) , Eaton Vance Senior Floating Rate Trust (EFR) , Eaton Vance Ltd Duration Income Fund (EVV) . Details can be seen in Group Ag Ubs's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Group Ag Ubs has not made any transactions after 2024-07-08 and currently still holds the listed stock(s).
Transaction Summary of Group Ag Ubs
Group Ag Ubs Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Group Ag Ubs owns 50 companies in total, including Eaton Vance Ltd Duration Income Fund (EVV) , Eaton Vance Senior Floating Rate Trust (EFR) , and Virtus Convertible & Income Fund (NCV) among others .
Click here to see the complete history of Group Ag Ubs’s form 4 insider trades.
Insider Ownership Summary of Group Ag Ubs
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
EVV | Eaton Vance Ltd Duration Income Fund | 2020-03-25 | 10 percent owner |
EFR | Eaton Vance Senior Floating Rate Trust | 2020-03-25 | 10 percent owner |
NCV | Virtus Convertible & Income Fund | 2021-02-05 | 10 percent owner |
2019-06-17 | 10 percent owner | ||
2019-05-21 | 10 percent owner | ||
2018-12-19 | 10 percent owner | ||
2018-08-31 | 10 percent owner | ||
2018-02-20 | 10 percent owner | ||
2018-02-14 | 10 percent owner | ||
2017-12-04 | 10 percent owner | ||
2017-09-30 | 10 percent owner | ||
2016-09-28 | 10 percent owner | ||
2016-02-26 | other: Former 10% Owner | ||
2016-02-26 | other: Former 10% Owner | ||
2016-02-26 | other: Former 10% Owner | ||
2016-02-26 | other: Former 10% Owner | ||
2016-02-26 | other: Former 10% Owner | ||
2016-02-26 | other: Former 10% Owner | ||
2016-02-26 | other: Former 10% Owner | ||
2016-02-26 | other: Former 10% Owner | ||
2015-12-11 | other: Former 10% Owner | ||
2015-12-11 | other: Former 10% Owner | ||
2015-12-11 | other: Former 10% Owner | ||
2015-12-11 | other: Former 10% Owner | ||
2015-12-11 | other: Former 10% Owner | ||
2015-12-11 | other: Former 10% Owner | ||
2015-12-11 | other: Former 10% Owner | ||
2015-12-11 | other: Former 10% Owner | ||
2015-11-20 | 10 percent owner | ||
2015-02-27 | 10 percent owner | ||
2015-02-20 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2014-11-28 | 10 percent owner | ||
2019-06-17 | 10 percent owner | ||
2021-04-16 | 10 percent owner | ||
2023-01-26 | 10 percent owner |
Group Ag Ubs Latest Holdings Summary
Group Ag Ubs currently owns a total of 44 stocks. Among these stocks, Group Ag Ubs owns 273,222 shares of Virtus Convertible & Income Fund (NCV) as of February 5, 2021, with a value of $948,080 and a weighting of 58.49%. Group Ag Ubs owns 24,973 shares of Volcon Inc (VLCN) as of July 8, 2024, with a value of $81,412 and a weighting of 5.02%. Group Ag Ubs also owns 9,288 shares of PIMCO Municipal Income Fund II (PML) as of November 28, 2014, with a value of $80,527 and a weighting of 4.97%. The other 41 stocks PIMCO Municipal Income Fund (PMF) , PIMCO Corporate & Income Opportunity Fds (PTY) , PIMCO California Municipal Income Fund (PCQ) , PIMCO Municipal Income Fund III (PMX) , PIMCO CA Muni Income Fund III (PZC) , PIMCO CA Muni Income Fund II (PCK) , Pioneer Muni High Income Advantage Tr (MAV) , Virtus Convertible & Income Fund II (NCZ) , Eaton Vance Municipal Income Trust (EVN) , Blackrock Municipal 2020 Term Trust (BKK) , PIMCO New York Municipal Income Fund II (PNI) , BNY Mellon Strategic Municipals, Inc. (LEO) , Pioneer Municipal High Income Trust (MHI) , Eaton Vance Senior Income Trust (EVF) , Alliancebernstein National Muni Inc Fd (AFB) , Eaton Vance Municipal Bond Fund II (EIV) , PIMCO New York Municipal Income Fund (PNF) , PIMCO Income Strategy Fund II (PFN) , BNY Mellon Strategic Municipal Bond Fund, Inc. (DSM) , Eaton Vance Ohio Municipal Income Trust (EVO) , PIMCO High Income Fund (PHK) , Eaton Vance CA Muni Income Trust (CEV) , Eaton Vance NY Muni Income Trust (EVY) , Edible Garden AG Inc (EDBL) , Eaton Vance NJ Muni Income Trust (EVJ) , PIMCO New York Municipal Income Fund III (PYN) , BNY Mellon Municipal Income, Inc. (DMF) , Eaton Vance California Municipal Bond Fund II (EIA) , Eaton Vance New Jersey Municipal Bond Fund (EMJ) , Alliance California Municipal Income Fund Inc (AKP) , Eaton Vance Massachusetts Municipal Bond Fund (MAB) , Eaton Vance MA Muni Income Trust (MMV) , Eaton Vance Ohio Municipal Bond Fund (EIO) , Eaton Vance Pennsylvania Municipal Bond Fund (EIP) , Franklin Limited Duration Income Trust (FTF) , Eaton Vance Michigan Municipal Bond Fund (MIW) , Eaton Vance Michigan Muni Income Trust (EMI) , PIMCO Income Strategy Fund (PFL) , Eaton Vance PA Muni Income Trust (EVP) , Eaton Vance Senior Floating Rate Trust (EFR) , Eaton Vance Ltd Duration Income Fund (EVV) have a combined weighting of 31.52% among all his current holdings.
Latest Holdings of Group Ag Ubs
Holding Weightings of Group Ag Ubs
Group Ag Ubs Form 4 Trading Tracker
According to the SEC Form 4 filings, Group Ag Ubs has made a total of 1 transactions in Virtus Convertible & Income Fund (NCV) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Convertible & Income Fund is the acquisition of 450 shares on February 5, 2021, which cost Group Ag Ubs around $2,642.
According to the SEC Form 4 filings, Group Ag Ubs has made a total of 2 transactions in Volcon Inc (VLCN) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in Volcon Inc is the sale of 1,265 shares on July 8, 2024, which brought Group Ag Ubs around $5,465.
According to the SEC Form 4 filings, Group Ag Ubs has made a total of 0 transactions in PIMCO Municipal Income Fund II (PML) over the past 5 years. The most-recent trade in PIMCO Municipal Income Fund II is the sale of 0 shares on November 28, 2014, which brought Group Ag Ubs around $0.
More details on Group Ag Ubs's insider transactions can be found in the Insider Trading History of Group Ag Ubs table.Insider Trading History of Group Ag Ubs
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Group Ag Ubs Trading Performance
GuruFocus tracks the stock performance after each of Group Ag Ubs's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Group Ag Ubs is -15.2%. GuruFocus also compares Group Ag Ubs's trading performance to market benchmark return within the same time period. The performance of stocks bought by Group Ag Ubs within 3 months outperforms 1 times out of 13 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Group Ag Ubs's insider trading performs compared to the benchmark.
Group Ag Ubs Ownership Network
Ownership Network List of Group Ag Ubs
Ownership Network Relation of Group Ag Ubs
Group Ag Ubs Owned Company Details
What does Eaton Vance Ltd Duration Income Fund do?
Who are the key executives at Eaton Vance Ltd Duration Income Fund?
Group Ag Ubs is the 10 percent owner of Eaton Vance Ltd Duration Income Fund. Other key executives at Eaton Vance Ltd Duration Income Fund include President Kenneth A Topping , other: Portfolio Manager Tara O'brien , and Officer Anchal Pachnanda .
Eaton Vance Ltd Duration Income Fund (EVV) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Eaton Vance Ltd Duration Income Fund (EVV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Eaton Vance Ltd Duration Income Fund (EVV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Eaton Vance Ltd Duration Income Fund (EVV)'s detailed insider trading history can be found in Insider Trading Tracker table.
Eaton Vance Ltd Duration Income Fund Insider Transactions
Group Ag Ubs Mailing Address
Above is the net worth, insider trading, and ownership report for Group Ag Ubs. You might contact Group Ag Ubs via mailing address: Bahnhofstrasse 45, Zurich V8 Ch-8001.