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Union Point Advisors, LLC Historical SEC 13F Holdings & Archive (Q2 2015)
Union Point Advisors, LLCCIK: 0001591799
High-turnover trader
Total reported value
—
Reporting period: 2015-06-30 · Number of holdings: 1
Union Point Advisors, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2015-06-30, with total reported value of — and a quarterly turnover rate of 100.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 100
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out META
Sold out AAPL
Sold out CCI
Sold out AMT
Sold out ARM
Sold out V
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Arm Hldgs Ord Gbp0.5 | Stock-Other | — | — | — |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Union Point Advisors, LLC's most significant position changes for 2015-06-30: Sold out: Meta Platforms Inc-class A (META); Sold out: Apple Inc (AAPL); Sold out: Crown Castle Inc (CCI); Sold out: American Tower CORP (AMT); Sold out: Arm Holdings plc (ARM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 2 | AAPL | Apple Inc | — | EXIT | Sold out |
| 3 | CCI | Crown Castle Inc | — | EXIT | Sold out |
| 4 | AMT | American Tower CORP | — | EXIT | Sold out |
| 5 | ARM | Arm Holdings plc | — | EXIT | Sold out |
| 6 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 7 | NXPI | NXP Semiconductors N.V. | — | EXIT | Sold out |
| 8 | SUNEQUSD | Sunedison Inc | — | EXIT | Sold out |
| 9 | MXIM | Maxim Integrated Products | — | EXIT | Sold out |
| 10 | GOOG | Alphabet Inc. | — | EXIT | Sold out |
| 11 | WDC | Western Digital CORP | — | EXIT | Sold out |
| 12 | ✓ | Delphi Automotive PLC | — | EXIT | Sold out |
| 13 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 14 | TWTRUSD | Twitter Inc | — | EXIT | Sold out |
| 15 | NXPI | NXP Semiconductors N.V. | — | EXIT | Sold out |
| 16 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 17 | GPRO | Gopro Inc-class A | — | EXIT | Sold out |
| 18 | ✓ | Cree Inc | — | EXIT | Sold out |
| 19 | ✓ | Cree Inc | — | EXIT | Sold out |
| 20 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 21 | WHR | Whirlpool CORP | — | EXIT | Sold out |
| 22 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 23 | ✓ | Arm Hldgs Ord Gbp0.5 | — | — | Unchanged |
Filing History
FAQ
What is Union Point Advisors, LLC and what type of investor is it?
Union Point Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2015-06-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Union Point Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Union Point Advisors, LLC's top holdings by market value are:
1. Arm Hldgs Ord Gbp0.5 — $0.0
What changes did Union Point Advisors, LLC make in its most recent portfolio filing?
In the latest quarter, Union Point Advisors, LLC took a more defensive posture — trimming 0 positions and completely exiting 22 holdings. The largest of these moves: Sold out: Meta Platforms Inc-class A (META); Sold out: Apple Inc (AAPL); Sold out: Crown Castle Inc (CCI); Sold out: American Tower CORP (AMT); Sold out: Arm Holdings plc (ARM)
What sectors does Union Point Advisors, LLC focus on?
Sector breakdown data is not yet available for Union Point Advisors, LLC. Check back after the next 13F processing cycle.
Investment Profile
Union Point Advisors, LLC's portfolio is broadly diversified and fast-trading.
Its concentration score has fallen from 24 to 0 over the past 4 quarters — a shift toward broader diversification.
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Developer Access
Access Union Point Advisors, LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/union-point-advisors-llcCLI
npx alphasmo institutions get union-point-advisors-llc