Highlander Capital Management’s US Global Investors GROW Stock Holding History

Highlander Capital Management’s Portfolio GROW Stock Details GROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-6,145	Closed	-$13K	–	745
2017 Q3	$13K	Sell	6,145 -2,000	-25%	-$2.97K	0.01%	570
2017 Q2	$12K	Hold	8,145	–	–	0.01%	579
2017 Q1	$13K	Hold	8,145	–	–	0.01%	572
2016 Q4	$11K	Hold	8,145	–	–	0.01%	589
2016 Q3	$15K	Hold	8,145	–	–	0.01%	554
2016 Q2	$14K	Hold	8,145	–	–	0.01%	575
2016 Q1	$14K	Hold	8,145	–	–	0.01%	577
2015 Q4	$10K	Hold	8,145	–	–	0.01%	643
2015 Q3	$13K	Sell	8,145 -2,000	-20%	-$4.36K	0.01%	611
2015 Q2	$28K	Hold	10,145	–	–	0.03%	475
2015 Q1	$32K	Hold	10,145	–	–	0.03%	460
2014 Q4	$31K	Buy	+10,145	New	+$30.7K	0.03%	469

Other funds holding GROW

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Highlander Capital Management's GROW Position: Q4 2017 in Review

Highlander Capital Management sold out of US Global Investors (GROW) in Q4 2017, closing a stake of 6,145 shares — an estimated $13K sold.

Highlander Capital Management first reported a position in GROW in Q4 2014 and held it in 12 quarters. The position peaked at $32K in Q1 2015. 36 funds tracked by Wall St. Rank hold GROW as of Q4 2017.

Highlander Capital Management reported no remaining US Global Investors position as of Q4 2017 after selling out during the quarter.
Highlander Capital Management sold 6,145 US Global Investors shares in Q4 2017, an estimated $13K.
Highlander Capital Management first reported a position in US Global Investors in Q4 2014 and held it in 12 quarters.
Highlander Capital Management's US Global Investors position peaked at $32K in Q1 2015.
36 funds tracked by Wall St. Rank held US Global Investors as of Q4 2017.

Based on Highlander Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.