Advisory Research’s ARC Document Solutions, Inc. ARC Stock Holding History

Advisory Research’s Portfolio ARC Stock Details ARC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-84,367	Closed	-$502K	–	316
2015 Q3	$502K	Sell	84,367 -4,815	-5%	-$32.6K	0.01%	249
2015 Q2	$679K	Sell	89,182 -114,883	-56%	-$936K	0.01%	264
2015 Q1	$1.88M	Sell	204,065 -189,147	-48%	-$1.72M	0.02%	195
2014 Q4	$4.02M	Sell	393,212 -173,280	-31%	-$1.67M	0.04%	166
2014 Q3	$4.59M	Buy	566,492 +1,929	+0.3%	+$12.9K	0.04%	167
2014 Q2	$3.31M	Buy	564,563 +105,199	+23%	+$665K	0.03%	179
2014 Q1	$3.42M	Buy	459,364 +77,547	+20%	+$582K	0.04%	162
2013 Q4	$3.14M	Buy	381,817 +136,267	+55%	+$975K	0.03%	175
2013 Q3	$1.13M	Buy	245,550 +4,000	+2%	+$18.8K	0.01%	234
2013 Q2	$966K	Buy	+241,550	New	+$832K	0.01%	243

Other funds holding ARC

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Advisory Research's ARC Position: Q4 2015 in Review

Advisory Research sold out of ARC Document Solutions, Inc. (ARC) in Q4 2015, closing a stake of 84,367 shares — an estimated $502K sold.

Advisory Research first reported a position in ARC in Q2 2013 and held it in 10 quarters. The position peaked at $4.59M in Q3 2014. 107 funds tracked by Wall St. Rank hold ARC as of Q4 2015.

Advisory Research reported no remaining ARC Document Solutions, Inc. position as of Q4 2015 after selling out during the quarter.
Advisory Research sold 84,367 ARC Document Solutions, Inc. shares in Q4 2015, an estimated $502K.
Advisory Research first reported a position in ARC Document Solutions, Inc. in Q2 2013 and held it in 10 quarters.
Advisory Research's ARC Document Solutions, Inc. position peaked at $4.59M in Q3 2014.
107 funds tracked by Wall St. Rank held ARC Document Solutions, Inc. as of Q4 2015.

Based on Advisory Research's 13F filing for Q4 2015, filed 16 Feb 2016.