Genovese Burford & Brothers Wealth & Retirement Plan Management’s United States Lime & Minerals USLM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017 Q4	–	Sell	-1,500	Closed	-$25K	–	439
2017 Q3	$25K	Hold	1,500	–	–	0.01%	202
2017 Q2	$23K	Hold	1,500	–	–	0.01%	206
2017 Q1	$24K	Hold	1,500	–	–	0.01%	214
2016 Q4	$23K	Hold	1,500	–	–	0.01%	235
2016 Q3	$19K	Hold	1,500	–	–	0.01%	242
2016 Q2	$17K	Hold	1,500	–	–	0.01%	231
2016 Q1	$18K	Hold	1,500	–	–	0.01%	218
2015 Q4	$16K	Buy	+1,500	New	+$15.3K	0.01%	222

Other funds holding USLM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DGHMC

Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's USLM Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of United States Lime & Minerals (USLM) in Q4 2017, closing a stake of 1,500 shares — an estimated $25K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in USLM in Q4 2015 and held it in 8 quarters. The position peaked at $25K in Q3 2017. 71 funds tracked by Wall St. Rank hold USLM as of Q4 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining United States Lime & Minerals position as of Q4 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,500 United States Lime & Minerals shares in Q4 2017, an estimated $25K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in United States Lime & Minerals in Q4 2015 and held it in 8 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's United States Lime & Minerals position peaked at $25K in Q3 2017.
71 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.