Waddell Associates LLC Buys 441 Shares of Chevron Co.
| USPCX Fund | USD 29.82 0.09 0.30% |
Slightly above 54% of Union Street's investor base is interested to short. The analysis of overall sentiment of trading Union Street Partners mutual fund suggests that many investors are impartial at this time. Union Street's investing sentiment can be driven by a variety of factors including economic data, Union Street's earnings reports, geopolitical events, and overall market trends.
Union |
Waddell Associates LLC raised its stake in Chevron Co. by 4.9 percent during the third quarter, HoldingsChannel.com reports. The fund owned 9,407 shares of the oil and gas companys stock after purchasing an additional 441 shares during the quarter. Waddell Associates LLCs holdings in Chevron were worth 1,385,000 at the
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Union Street Fundamental Analysis
We analyze Union Street's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Union Street using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Union Street based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Three Year Return
Three Year Return Comparative Analysis
Union Street is rated below average in three year return among similar funds. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Union Street Partners Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Union Street mutual fund to make a market-neutral strategy. Peer analysis of Union Street could also be used in its relative valuation, which is a method of valuing Union Street by comparing valuation metrics with similar companies.
Peers
Union Street Related Equities
| TRGLX | T Rowe | 0.80 | ||||
| CLXRX | Columbia Large | 0.56 | ||||
| FATKX | Fidelity Freedom | 0.53 | ||||
| GPSCX | Victory Rs | 0.37 | ||||
| USPFX | Union Street | 0.31 | ||||
| USPCX | Union Street | 0.30 | ||||
| USPVX | Union Street | 0.29 | ||||
| AUERX | Auer Growth | 0.11 | ||||
| CVSIX | Calamos Market | 0.07 | ||||
| ERSTX | Eaton Vance | 0.04 |
Other Information on Investing in Union Mutual Fund
Union Street financial ratios help investors to determine whether Union Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Union with respect to the benefits of owning Union Street security.
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