BC
ARII

Bruce & Co’s American Railcar Industries, Inc. ARII Stock Holding History

Bruce & Co’s Portfolio ARII Stock Details ARII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100,000
Closed -$4M – 54
2013
Q3 		$4M Buy
100,000
+75,000
+300% +$2.67M 1.31% 27
2013
Q2 		$837K Buy
+25,000
New +$900K 0.28% 46

Other funds holding ARII

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bruce & Co's ARII Position: Q4 2013 in Review

Bruce & Co sold out of American Railcar Industries, Inc. (ARII) in Q4 2013, closing a stake of 100,000 shares — an estimated $4M sold.

Bruce & Co first reported a position in ARII in Q2 2013 and held it in 2 quarters. The position peaked at $4M in Q3 2013. 123 funds tracked by Wall St. Rank hold ARII as of Q4 2013.

  • Bruce & Co reported no remaining American Railcar Industries, Inc. position as of Q4 2013 after selling out during the quarter.
  • Bruce & Co sold 100,000 American Railcar Industries, Inc. shares in Q4 2013, an estimated $4M.
  • Bruce & Co first reported a position in American Railcar Industries, Inc. in Q2 2013 and held it in 2 quarters.
  • Bruce & Co's American Railcar Industries, Inc. position peaked at $4M in Q3 2013.
  • 123 funds tracked by Wall St. Rank held American Railcar Industries, Inc. as of Q4 2013.

Based on Bruce & Co's 13F filing for Q4 2013, filed 14 Feb 2014.