FWM
USLM icon

Focused Wealth Management’s United States Lime & Minerals USLM Stock Holding History

Focused Wealth Management’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,500
Closed -$22K – 707
2014
Q4 		$22K Buy
+1,500
New +$20.4K 0.02% 294

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focused Wealth Management's USLM Position: Q1 2015 in Review

Focused Wealth Management sold out of United States Lime & Minerals (USLM) in Q1 2015, closing a stake of 1,500 shares — an estimated $22K sold.

Focused Wealth Management first reported a position in USLM in Q4 2014 and held it in 1 quarter. The position peaked at $22K in Q4 2014. 60 funds tracked by Wall St. Rank hold USLM as of Q1 2015.

  • Focused Wealth Management reported no remaining United States Lime & Minerals position as of Q1 2015 after selling out during the quarter.
  • Focused Wealth Management sold 1,500 United States Lime & Minerals shares in Q1 2015, an estimated $22K.
  • Focused Wealth Management first reported a position in United States Lime & Minerals in Q4 2014 and held it in 1 quarter.
  • Focused Wealth Management's United States Lime & Minerals position peaked at $22K in Q4 2014.
  • 60 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2015.

Based on Focused Wealth Management's 13F filing for Q1 2015, filed 7 May 2015.