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Benjamin F. Edwards & Company’s U-Haul Holding Co UHAL Stock Holding History

Benjamin F. Edwards & Company’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-140
Closed -$3K – 972
2013
Q4 		$3K Buy
+140
New +$3.01K ﹤0.01% 817

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Benjamin F. Edwards & Company's UHAL Position: Q1 2014 in Review

Benjamin F. Edwards & Company sold out of U-Haul Holding Co (UHAL) in Q1 2014, closing a stake of 140 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in UHAL in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 165 funds tracked by Wall St. Rank hold UHAL as of Q1 2014.

  • Benjamin F. Edwards & Company reported no remaining U-Haul Holding Co position as of Q1 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 140 U-Haul Holding Co shares in Q1 2014, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in U-Haul Holding Co in Q4 2013 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's U-Haul Holding Co position peaked at $3K in Q4 2013.
  • 165 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2014.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2014, filed 14 Apr 2014.