FM Excelsior | Liquidated Holdings (Or Create/Redeems)

I explained the process of handling special holdings from First Manhattan. I detailed how to update the holdings file, which is downloaded from a form after clicking a special link. I also discussed the importance of the effective date and the file name, which can sometimes be confusing. I demonstrated how to upload the Excel file, edit the pop-up form, and redirect it to the correct link. I also showed how to make the liquidated holdings visible and how to take them down. Lastly, I mentioned the need to send confirmation emails when the holdings are pushed live and when they are taken down.