CCM
USAP

Coe Capital Management’s Universal Stainless & Alloy USAP Stock Holding History

Coe Capital Management’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
2014
Q4 		– Sell
-15,214
Closed -$401K – 283
2014
Q3 		$401K Buy
+15,214
New +$465K 0.15% 160

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RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
TAM
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Dimensional Fund Advisors
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Franklin Resources
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AF
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Ameriprise
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SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Coe Capital Management's USAP Position: Q4 2014 in Review

Coe Capital Management sold out of Universal Stainless & Alloy (USAP) in Q4 2014, closing a stake of 15,214 shares — an estimated $401K sold.

Coe Capital Management first reported a position in USAP in Q3 2014 and held it in 1 quarter. The position peaked at $401K in Q3 2014. 61 funds tracked by Wall St. Rank hold USAP as of Q4 2014.

  • Coe Capital Management reported no remaining Universal Stainless & Alloy position as of Q4 2014 after selling out during the quarter.
  • Coe Capital Management sold 15,214 Universal Stainless & Alloy shares in Q4 2014, an estimated $401K.
  • Coe Capital Management first reported a position in Universal Stainless & Alloy in Q3 2014 and held it in 1 quarter.
  • Coe Capital Management's Universal Stainless & Alloy position peaked at $401K in Q3 2014.
  • 61 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2014.

Based on Coe Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.