Kovack Advisors’s U-Haul Holding Co UHAL Stock Holding History

Kovack Advisors’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-13,560	Closed	-$517K	–	411
2017 Q1	$517K	Buy	13,560 +350	+3%	+$13.2K	0.2%	121
2016 Q4	$488K	Buy	+13,210	New	+$453K	0.23%	103

Other funds holding UHAL

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Kovack Advisors's UHAL Position: Q2 2017 in Review

Kovack Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2017, closing a stake of 13,560 shares — an estimated $517K sold.

Kovack Advisors first reported a position in UHAL in Q4 2016 and held it in 2 quarters. The position peaked at $517K in Q1 2017. 250 funds tracked by Wall St. Rank hold UHAL as of Q2 2017.

Kovack Advisors reported no remaining U-Haul Holding Co position as of Q2 2017 after selling out during the quarter.
Kovack Advisors sold 13,560 U-Haul Holding Co shares in Q2 2017, an estimated $517K.
Kovack Advisors first reported a position in U-Haul Holding Co in Q4 2016 and held it in 2 quarters.
Kovack Advisors's U-Haul Holding Co position peaked at $517K in Q1 2017.
250 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2017.

Based on Kovack Advisors's 13F filing for Q2 2017, filed 30 Aug 2018.