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STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC (GJT)
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Upturn Advisory Summary
12/04/2025: GJT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 18.88% | Avg. Invested days 116 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.18 - 22.88 | Updated Date 02/27/2025 |
52 Weeks Range 21.18 - 22.88 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 3.88% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC
Company Overview
History and Background
STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC is a unit investment trust (UIT) that held a fixed portfolio of Allstate Corp securities. It was established in 2006 and terminated upon reaching its maturity date, likely having a fixed lifespan of several years. UITs are typically designed for passive investment strategies.
Core Business Areas
Leadership and Structure
Unit Investment Trusts are structured with a trustee responsible for managing the portfolio according to the pre-defined investment strategy. Specific leadership details are not typically publicized, as the structure is passive.
Top Products and Market Share
Key Offerings
Market Dynamics
Industry Overview
UITs operate within the broader financial services industry, offering passive investment vehicles. They compete with mutual funds and ETFs for investor capital seeking diversified exposure.
Positioning
This UIT was positioned as a fixed-income investment linked to Allstate Corp. It offered a static portfolio, suitable for investors seeking predictable income streams based on Allstate's performance.
Total Addressable Market (TAM)
The TAM represents the total investment capital allocated to fixed-income and equity securities. This specific trust captured a small fraction, targeted at investors specifically seeking Allstate Corp exposure via a UIT. It is hard to provide the exact TAM
Upturn SWOT Analysis
Strengths
- Predictable Income Stream (based on Allstate)
- Diversification within Allstate Securities
- Passive Management
Weaknesses
- Lack of Active Management
- Fixed Portfolio (no adjustments)
- Concentrated Risk (Allstate Corp)
- Limited Growth Potential
Opportunities
- Interest Rate Increases (potential for higher yields)
- Allstate Corp Growth (positive impact on portfolio value)
- Demand for Passive Investment Products
Threats
- Allstate Corp Financial Underperformance
- Interest Rate Decreases (lower yields)
- Credit Rating Downgrade of Allstate Corp
- Economic Downturn
Competitors and Market Share
Key Competitors
- IVV
- SPY
- AGG
Competitive Landscape
UITs compete with actively managed mutual funds, ETFs, and individual bond holdings. Their main advantage is simplicity and pre-defined asset allocation. Their disadvantage is lack of flexibility.
Growth Trajectory and Initiatives
Historical Growth: UITs generally do not exhibit 'growth' in the traditional sense. Returns are based on the underlying securities.
Future Projections: Future performance depends entirely on Allstate Corp's future performance.
Recent Initiatives: Since UITs are static, there are no 'recent initiatives.'
Summary
The STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC was a fixed-income investment vehicle linked to Allstate Corp. Its success hinged entirely on Allstate's financial performance. The static nature of the trust limited flexibility and growth potential. Investors sought it for predictable income, but it lacked active management to adapt to changing market conditions. Its existence was inherently tied to the duration and performance of the underlying Allstate securities and market conditions, as it's a terminated UIT, further analysis on viability is non-existent.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings (for historical information)
- Financial News Outlets (for Allstate Corp performance)
- Investment Company Institute (for industry data)
Disclaimers:
This analysis is based on publicly available information and general understanding of Unit Investment Trusts. The trust is historical and no longer active. No investment advice is provided. Market share data is estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC
Exchange NYSE | Headquaters - | ||
IPO Launch date 2007-08-01 | CEO - | ||
Sector Financials | Industry Investment Banking & Investment Services | Full time employees - | Website |
Full time employees - | Website | ||
No Description Available
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