AR
USAP

Advisory Research’s Universal Stainless & Alloy USAP Stock Holding History

Advisory Research’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
2013
Q3 		– Sell
-18,325
Closed -$540K – 316
2013
Q2 		$540K Buy
+18,325
New +$586K 0.01% 266

Other funds holding USAP

PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisory Research's USAP Position: Q3 2013 in Review

Advisory Research sold out of Universal Stainless & Alloy (USAP) in Q3 2013, closing a stake of 18,325 shares — an estimated $540K sold.

Advisory Research first reported a position in USAP in Q2 2013 and held it in 1 quarter. The position peaked at $540K in Q2 2013. 69 funds tracked by Wall St. Rank hold USAP as of Q3 2013.

  • Advisory Research reported no remaining Universal Stainless & Alloy position as of Q3 2013 after selling out during the quarter.
  • Advisory Research sold 18,325 Universal Stainless & Alloy shares in Q3 2013, an estimated $540K.
  • Advisory Research first reported a position in Universal Stainless & Alloy in Q2 2013 and held it in 1 quarter.
  • Advisory Research's Universal Stainless & Alloy position peaked at $540K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q3 2013.

Based on Advisory Research's 13F filing for Q3 2013, filed 14 Nov 2013.