Advisory Research’s 180 Degree Capital TURN Stock Holding History

Advisory Research’s Portfolio TURN Stock Details TURN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-500	Closed	-$5K	–	654
2014 Q1	$5K	Buy	+500	New	+$4.75K	﹤0.01%	786

Other funds holding TURN

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Advisory Research's TURN Position: Q2 2014 in Review

Advisory Research sold out of 180 Degree Capital (TURN) in Q2 2014, closing a stake of 500 shares — an estimated $5K sold.

Advisory Research first reported a position in TURN in Q1 2014 and held it in 1 quarter. The position peaked at $5K in Q1 2014. 47 funds tracked by Wall St. Rank hold TURN as of Q2 2014.

Advisory Research reported no remaining 180 Degree Capital position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 500 180 Degree Capital shares in Q2 2014, an estimated $5K.
Advisory Research first reported a position in 180 Degree Capital in Q1 2014 and held it in 1 quarter.
Advisory Research's 180 Degree Capital position peaked at $5K in Q1 2014.
47 funds tracked by Wall St. Rank held 180 Degree Capital as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.