AR
UAM

Advisory Research’s Universal American Corp UAM Stock Holding History

Advisory Research’s Portfolio UAM Stock Details UAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-140
Closed -$1K – 754
2014
Q1 		$1K Sell
140
-1,573,714
-100% -$11.2M ﹤0.01% 789
2013
Q4 		$11.5M Sell
1,573,854
-1,426,165
-48% -$10.6M 0.12% 143
2013
Q3 		$22.9M Sell
3,000,019
-132,974
-4% -$1.17M 0.25% 104
2013
Q2 		$27.9M Buy
+3,132,993
New +$28.4M 0.32% 81

Other funds holding UAM

PC
Perry Capital New York $334M AUM 8.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's UAM Position: Q2 2014 in Review

Advisory Research sold out of Universal American Corp (UAM) in Q2 2014, closing a stake of 140 shares — an estimated $1K sold.

Advisory Research first reported a position in UAM in Q2 2013 and held it in 4 quarters. The position peaked at $27.9M in Q2 2013. 87 funds tracked by Wall St. Rank hold UAM as of Q2 2014.

  • Advisory Research reported no remaining Universal American Corp position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 140 Universal American Corp shares in Q2 2014, an estimated $1K.
  • Advisory Research first reported a position in Universal American Corp in Q2 2013 and held it in 4 quarters.
  • Advisory Research's Universal American Corp position peaked at $27.9M in Q2 2013.
  • 87 funds tracked by Wall St. Rank held Universal American Corp as of Q2 2014.

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