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Upturn AI SWOT - About
STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC (GJT)
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Upturn Advisory Summary
08/28/2025: 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 15.18% | Avg. Invested days 102 | 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 08/28/2025 |
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 was created to hold a portfolio of securities related to Allstate Corporation. These types of trusts have a fixed life and portfolio.
Core Business Areas
- Fixed Income Securities: The trust holds a portfolio of fixed-income securities related to Allstate Corporation, providing investors with income and potential capital appreciation.
Leadership and Structure
Unit Investment Trusts (UITs) are passively managed. The sponsor creates the trust and defines its initial portfolio. Day-to-day management is minimal as the portfolio is generally fixed until the trust terminates.
Top Products and Market Share
Key Offerings
- Unit Investment Trust (UIT): STRATS SM Trust offers a fixed portfolio of securities. Market share data specific to this series is not publicly available but the trust itself generates revenue from fees charged to investors. Competitors include other UITs and fixed-income investment products.
Market Dynamics
Industry Overview
The unit investment trust (UIT) industry involves creating and managing fixed portfolios of securities. Demand for UITs fluctuates based on investor preferences for passive income and diversification. This UIT holds securities tied to Allstate, so its value depends on Allstate's performance.
Positioning
STRATS SM Trust is positioned as a fixed-income investment vehicle tied to Allstate Corporation's securities.
Total Addressable Market (TAM)
The total addressable market for unit investment trusts is large and varies based on investor demand for fixed income products. STRATS SM Trustu2019s positioning is specific to Allstate-related securities, limiting its TAM compared to broader UIT offerings.
Upturn SWOT Analysis
Strengths
- Fixed portfolio for predictable income
- Diversification within Allstate-related securities
- Transparent portfolio holdings
Weaknesses
- Lack of active management
- Limited upside potential compared to actively managed funds
- Concentration risk tied to Allstate Corporation
Opportunities
- Rising interest rate environment
- Increased investor demand for fixed income
- Allstate Corp. performing well in its markets
Threats
- Interest rate risk
- Credit risk of Allstate Corporation
- Declining investor sentiment towards fixed income
Competitors and Market Share
Key Competitors
- Other UITs and fixed-income investment products offered by firms like BlackRock (BLK), Invesco (IVZ), and Nuveen.
Competitive Landscape
STRATS SM Trust competes with other fixed-income investment options. Its advantage is providing a specific exposure to Allstate Corporation's securities.
Growth Trajectory and Initiatives
Historical Growth: Since UITs are passively managed, there's no traditional growth trajectory. Performance mirrors that of Allstate's securities.
Future Projections: Future projections are tied to the outlook for Allstate Corporation and the fixed income market.
Recent Initiatives: No strategic initiatives, as UITs are passively managed.
Summary
STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC is a passively managed UIT providing fixed income exposure to Allstate securities. Its performance depends on the financial health of Allstate. The trust faces challenges like interest rate risk and concentration risk but offers a transparent portfolio. It's best suited for investors seeking predictable income from Allstate-related investments, though potential growth is limited.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Trust Documents
- Market Data Providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult a financial advisor before making investment decisions.
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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