Dimensional Fund Advisors
UPG

Dimensional Fund Advisors’s UNIVERSAL POWER GROUP INC COM UPG Stock Holding History

Dimensional Fund Advisors’s Portfolio UPG Stock Details UPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-61,529
Closed -$111K – 3576
2013
Q3 		$111K Hold
61,529
– – ﹤0.01% 3382
2013
Q2 		$91K Buy
+61,529
New +$102K ﹤0.01% 3390

Other funds holding UPG

WIM
Wilen Investment Management Bonita Springs, Florida $98.1M AUM 2.08% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Dimensional Fund Advisors's UPG Position: Q4 2013 in Review

Dimensional Fund Advisors sold out of UNIVERSAL POWER GROUP INC COM (UPG) in Q4 2013, closing a stake of 61,529 shares — an estimated $111K sold.

Dimensional Fund Advisors first reported a position in UPG in Q2 2013 and held it in 2 quarters. The position peaked at $111K in Q3 2013. 3 funds tracked by Wall St. Rank hold UPG as of Q4 2013.

  • Dimensional Fund Advisors reported no remaining UNIVERSAL POWER GROUP INC COM position as of Q4 2013 after selling out during the quarter.
  • Dimensional Fund Advisors sold 61,529 UNIVERSAL POWER GROUP INC COM shares in Q4 2013, an estimated $111K.
  • Dimensional Fund Advisors first reported a position in UNIVERSAL POWER GROUP INC COM in Q2 2013 and held it in 2 quarters.
  • Dimensional Fund Advisors's UNIVERSAL POWER GROUP INC COM position peaked at $111K in Q3 2013.
  • 3 funds tracked by Wall St. Rank held UNIVERSAL POWER GROUP INC COM as of Q4 2013.

Based on Dimensional Fund Advisors's 13F filing for Q4 2013, filed 12 Feb 2014.