West Tower Group LLC Makes New 302,000 Investment in CVS Health Co.
| USPCX Fund | USD 29.73 0.04 0.13% |
Slightly above 55% 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.
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West Tower Group LLC bought a new position in CVS Health Co. during the 3rd quarter, Holdings Channel.com reports. The fund bought 4,800 shares of the pharmacy operators stock, valued at approximately 302,000. Other institutional investors and hedge funds have also bought and sold shares of the company. MidAtlantic Capital Management
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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.
Year To Date Return
Year To Date Return Comparative Analysis
Union Street is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
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
| BXDCX | Barings Active | 0.22 | ||||
| BBSCX | Sterling Capital | 0.12 | ||||
| FULIX | Federated Ultrashort | 0.11 | ||||
| CWFIX | Chartwell Short | 0.10 | ||||
| AOUNX | Angel Oak | 0.10 | ||||
| ASTIX | Astor Long/short | 0.07 | ||||
| QNZIX | Aqr Sustainable | 0.99 |
Other Information on Investing in Union Mutual Fund
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