Advisor Group’s Universal Stainless & Alloy USAP Stock Holding History

Advisor Group’s Portfolio USAP Stock Details USAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$6K	Hold	370	–	–	﹤0.01%	4610
2019 Q3	$6K	Hold	370	–	–	﹤0.01%	4603
2019 Q2	$6K	Buy	370 +41	+12%	+$613	﹤0.01%	4628
2019 Q1	$5K	Hold	329	–	–	﹤0.01%	4715
2018 Q4	$5K	Buy	329 +83	+34%	+$1.69K	﹤0.01%	4543
2018 Q3	$6K	Sell	246 -48	-16%	-$1.32K	﹤0.01%	4535
2018 Q2	$7K	Hold	294	–	–	﹤0.01%	4270
2018 Q1	$8K	Hold	294	–	–	﹤0.01%	4227
2017 Q4	$6K	Hold	294	–	–	﹤0.01%	4359
2017 Q3	$6K	Sell	294 -211	-42%	-$4.03K	﹤0.01%	4220
2017 Q2	$10K	Hold	505	–	–	﹤0.01%	3940
2017 Q1	$9K	Hold	505	–	–	﹤0.01%	3859
2016 Q4	$7K	Sell	505 -286	-36%	-$3.39K	﹤0.01%	3802
2016 Q3	$8K	Hold	791	–	–	﹤0.01%	3702
2016 Q2	$8K	Buy	+791	New	+$9.08K	﹤0.01%	3597

Other funds holding USAP

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FHC

Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisor Group's USAP Position: Q4 2019 in Review

Advisor Group held its Universal Stainless & Alloy (USAP) position steady in Q4 2019 at 370 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #4610.

Advisor Group first reported a position in USAP in Q2 2016 and has held it in 15 quarters since. The position peaked at $10K in Q2 2017. 50 funds tracked by Wall St. Rank hold USAP as of Q4 2019.

Advisor Group held 370 shares of Universal Stainless & Alloy worth $6K as of Q4 2019.
Advisor Group left its Universal Stainless & Alloy share count unchanged in Q4 2019.
Universal Stainless & Alloy made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4610 holding.
Advisor Group first reported a position in Universal Stainless & Alloy in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Universal Stainless & Alloy position peaked at $10K in Q2 2017.
50 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.