Advance Capital I’s U-Haul Holding Co UHAL Stock Holding History

Advance Capital I’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$324K	Buy	10,000 +1,000	+11%	+$35.7K	0.66%	65
2016 Q2	$337K	Sell	9,000 -6,000	-40%	-$217K	0.36%	93
2016 Q1	$536K	Buy	+15,000	New	+$522K	0.55%	65
2015 Q2	–	Sell	-32,000	Closed	-$1.06M	–	258
2015 Q1	$1.06M	Sell	32,000 -4,000	-11%	-$124K	0.65%	52
2014 Q4	$1.02M	Buy	+36,000	New	+$976K	0.54%	85

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advance Capital I's UHAL Position: Q3 2016 in Review

Advance Capital I increased its U-Haul Holding Co (UHAL) stake by 11% in Q3 2016, buying an estimated $35.7K and bringing the position to 10,000 shares worth $324K. The position accounts for 0.66% of the portfolio, ranked #65.

Advance Capital I first reported a position in UHAL in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.06M in Q1 2015. 214 funds tracked by Wall St. Rank hold UHAL as of Q3 2016.

Advance Capital I held 10,000 shares of U-Haul Holding Co worth $324K as of Q3 2016.
Advance Capital I bought 1,000 U-Haul Holding Co shares in Q3 2016, an estimated $35.7K.
U-Haul Holding Co made up 0.66% of Advance Capital I's portfolio in Q3 2016, its #65 holding.
Advance Capital I first reported a position in U-Haul Holding Co in Q4 2014 and has held it in 5 quarters since.
Advance Capital I's U-Haul Holding Co position peaked at $1.06M in Q1 2015.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2016.

Based on Advance Capital I's 13F filing for Q3 2016, filed 1 Nov 2016.