CFGS
USAP

Concourse Financial Group Securities’s Universal Stainless & Alloy USAP Stock Holding History

Concourse Financial Group Securities’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
2018
Q4 		– Sell
-356
Closed -$7.22K – 2246
2018
Q3 		$9K Buy
+356
New +$9.82K ﹤0.01% 1177

Other funds holding USAP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return

Concourse Financial Group Securities's USAP Position: Q4 2018 in Review

Concourse Financial Group Securities sold out of Universal Stainless & Alloy (USAP) in Q4 2018, closing a stake of 356 shares — an estimated $7.22K sold.

Concourse Financial Group Securities first reported a position in USAP in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 75 funds tracked by Wall St. Rank hold USAP as of Q4 2018.

  • Concourse Financial Group Securities reported no remaining Universal Stainless & Alloy position as of Q4 2018 after selling out during the quarter.
  • Concourse Financial Group Securities sold 356 Universal Stainless & Alloy shares in Q4 2018, an estimated $7.22K.
  • Concourse Financial Group Securities first reported a position in Universal Stainless & Alloy in Q3 2018 and held it in 1 quarter.
  • Concourse Financial Group Securities's Universal Stainless & Alloy position peaked at $9K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2018.

Based on Concourse Financial Group Securities's 13F filing for Q4 2018, filed 14 Feb 2019.