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Matured UITs

Primary Trusts   |   Secondary Trusts
CUSIPs Trust NASDAQ Ticker Symbol Liquidation Mandatory Maturity Date
  Balanced Income Builder Portfolio, 018 CGBIRX $9.8719 1/18/2019 GBIB018 40172A105, 40172A113, 40172A121, 40172A139
  BDC Scorecard Portfolio, 010 CBDCJX $9.1546 3/15/2019 BDCS010 40173C647, 40173C654, 40173C662, 40173C670
  Blue Chip Growth Portfolio, 013 CBCHMX $13.1081 2/15/2019 BCHP013 40172R306, 40172R314, 40172R322, 40172R330
  California Municipal Portfolio of CEFs, 021 CECAUX $8.9018 3/7/2019 DCCA021 40172A626, 40172A634, 40172A642, 40172A659
  Core Four 60/40 Retirement Portfolio, 001 CCFOAX $9.7947 2/19/2019 CFOR001 40173C365, 40173C373, 40173C381, 40173C399
  Corporate High Yield & Income Portfolio of CEFs, 031 CEIPCX $8.7545 2/8/2019 DCEI031 40172R181, 40172R199, 40172R207, 40172R215
  Diversified Credit Portfolio of ETFs, 010 CDCPJX $9.3490 2/15/2019 DCP010 40172R389, 40172R397, 40172R405, 40172R413
  Diversified Dividend & Income Portfolio, 025 CDDIZX $11.6078 3/22/2019 DDI025 40172T104, 40172T112, 40172T120, 40172T138
  Diversified Income Wave Portfolio, 067 CFWABX $8.7483 3/7/2019 FWAV067 40173C522, 40173C530, 40173C548, 40173C555
  Dividend Strength Portfolio, 024 CGROYX $10.9104 2/22/2019 GROW024 40172R504, 40172R512, 40172R520, 40172R538
  Dow 10 Portfolio, 031 CDOWFX $9.5057 1/3/2019 DDP031 40172X568, 40172X576, 40172X584, 40172X592
  Dow Jones Sustainable Growth Portfolio, 001 CSUSAX $10.4805 2/19/2019 SUST001 40173C324, 40173C332, 40173C340, 40173C357
  Dow Jones Value Dividend Focus Portfolio, 031 CRBDFX $8.9013 3/15/2019 RBPD031 40173C803, 40173C811, 40173C829, 40173C837
  Emerging Markets Dividend Strategy Portfolio, 024 CGEMYX $8.9737 2/25/2019 GEMD024 40173C142, 40173C159, 40173C167, 40173C175
  Energy Portfolio, 022 CENPVX $8.2502 1/14/2019 DES022 40172A147, 40172A154, 40172A162, 40172A170
  Enhanced Quality 16 Strategy Portfolio, 009 CEQSIX $8.3010 1/8/2019 EQST009 40172X725, 40172X733, 40172X741, 40172X758
  European Capital Strength Portfolio, 013 CECPMX $10.8148 2/19/2019 ECAP013 40172R421, 40172R439, 40172R447, 40172R454
  European High Dividend Portfolio, 010 CEUHJX $8.7162 3/15/2019 EUHD010 40173C688, 40173C696, 40173C704, 40173C712
  Global 100 Dividend Strategy Portfolio, 013 CGONMX $8.9510 3/15/2019 GONE013 40173C761, 40173C779, 40173C787, 40173C795
  Global Balanced Income Builder Portfolio, 009 CGBLIX $9.7890 1/25/2019 GBAL009 40171U664, 40171U672, 40171U680, 40171U698
  Health Care Portfolio, 022 CHCRVX $11.4219 1/25/2019 DHS022 40171U623, 40171U631, 40171U649, 40171U656
  Income & Treasury Limited Duration Portfolio of Funds, 054 CFICBX $9.1424 3/7/2019 FICE054 40173C563, 40173C571, 40173C589, 40173C597
  Infrastructure & MLP Portfolio of CEFs, 029 CCEIDX $7.2664 2/8/2019 CEIF029 40172R140, 40172R157, 40172R165, 40172R173
  International Dividend Strategy Portfolio, 037 CMVPLX $8.6717 1/3/2019 MVP037 40172X600, 40172X618, 40172X626, 40172X634
  Large-Cap Core Portfolio, 030 CACEEX $11.8132 2/22/2019 LCAP030 40172R546, 40172R553, 40172R561, 40172R579
  MLP & Energy Funds Portfolio, 016 CMLPPX $6.0467 12/28/2018 MLP016 40171U466, 40171U474, 40171U482, 40171U490
  MLP & Energy Funds Portfolio, 017 CMLPQX $7.3843 3/22/2019 MLP017 40172T146, 40172T153, 40172T161, 40172T179
  National Municipal Portfolio of CEFs, 033 CENMHX $8.6967 2/4/2019 DCEN033 40172R108, 40172R116, 40172R124, 40172R132
  NDR Thematic Opportunities Portfolio, 002 CTOPBX $9.1301 2/28/2019 TOP002 40173C266, 40173C274, 40173C282, 40173C290
  New Jersey Municipal Portfolio of CEFs, 019 CENJSX $8.5383 1/4/2019 DCNJ019 40172A303, 40172A311, 40172A329, 40172A337
  Quality Dividend Strategy Portfolio, 022 CTPLVX $8.5809 1/3/2019 TPLA022 40172X642, 40172X659, 40172X667, 40172X675
  Rising Rate Defensive Equity Portfolio, 007 CRREGX $10.2897 3/14/2019 RREP007 40172T542, 40172T559, 40172T567, 40172T575
  S&P Dividend Aristocrats Select 25 Strategy Portfolio, 009 CACTIX $10.1871 1/28/2019 ACTS009 40173A302, 40173A310, 40173A328, 40173A336
  S&P Global Dividend Aristocrats Select 25 Strategy Portfolio, 005 CGACEX $8.9383 1/8/2019 GACT005 40172X766, 40172X774, 40172X782, 40172X790
  SMid Dividend Strength Portfolio, 007 CSMDGX $9.7271 1/22/2019 SMDS007 40172A469, 40172A477, 40172A485, 40172A493
  Strategic Income Portfolio, 099 CFSIAX $7.9951 12/31/2018 FSIP099 40172X808, 40172X816, 40172X824, 40172X832
  Technological Innovation Portfolio, 008 CATEHX $14.5290 3/15/2019 ATEC008 40172A709, 40172A717, 40172A725, 40172A733
  Total Income Portfolio, 009 CTIPIX $9.4474 2/22/2019 TIP009 40172R587, 40172R595, 40172R603, 40172R611
  Total Income Portfolio, 011 CTIPKX $9.3928 2/26/2019 TIP011 40172X840, 40172X857, 40172X865, 40172X873
  UBS Opportunistic Equity Income List: Equity Advisory Group 2017-4 (AVAILABLE THROUGH UBS ADVISORS ONLY), 011 CUBCKX $9.6024 3/11/2019 UCAM011 40173C605, 40173C613, 40173C621, 40173C639
  Undervalued Top Picks Portfolio, 015 CUVAOX $10.5884 2/25/2019 UVAL015 40173C225, 40173C233, 40173C241, 40173C258
  US 50 Dividend Strategy Portfolio, 014 CUFTNX $8.3174 1/25/2019 UFTY014 40173A344, 40173A351, 40173A369, 40173A377
  US Capital Strength Portfolio, 013 CUCAMX $12.4214 2/19/2019 UCAP013 40172R462, 40172R470, 40172R488, 40172R496
  US High Dividend Strategy Portfolio (2-Year), 011 CTUHKX $10.1701 2/15/2019 TUHD011 40172R348, 40172R355, 40172R363, 40172R371
  US High Dividend Strategy Portfolio , 026 CUSHAX $9.6443 1/18/2019 USHD026 40173A146, 40173A153, 40173A161, 40173A179
  US Low Volatility Strategy Portfolio, 021 CULOUX $10.6149 2/1/2019 ULOW021 40173A542, 40173A559, 40173A567, 40173A575
  US SMID High Dividend Portfolio , 026 CSMHAX $8.7806 1/18/2019 SMHD026 40173A104, 40173A112, 40173A120, 40173A138
  Utilities Portfolio, 025 COPUAX $10.8265 1/25/2019 DUS025 40171U581, 40171U599, 40171U607, 40171U615
  Zacks Income Advantage Strategy Portfolio (2-Year), 019 CTZISX $9.4722 2/15/2019 TZIP019 40172R264, 40172R272, 40172R280, 40172R298
  Zacks Income Advantage Strategy Portfolio, 040 CCZIOX $9.3851 2/15/2019 CZIP040 40173A740, 40173A757, 40173A765, 40173A773

* No data available. Contact the trading desk for more information.

Form 8937 & Appendix (2017)
Form 8937 & Appendix (2016)
Form 8937 & Appendix (2015)
Form 8937 & Appendix (2014)
Form 8937 & Appendix (2013)
Form 8937 & Appendix (2012)

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