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Ladenburg Thalmann Financial Services’s Universal Logistics Holdings ULH Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio ULH Stock Details ULH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$3K – 4657
2014
Q4 		$3K Buy
+100
New +$2.65K ﹤0.01% 3951

Other funds holding ULH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NCM
Newland Capital Management New York $110M AUM 14.59% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ULH Position: Q1 2015 in Review

Ladenburg Thalmann Financial Services sold out of Universal Logistics Holdings (ULH) in Q1 2015, closing a stake of 100 shares — an estimated $3K sold.

Ladenburg Thalmann Financial Services first reported a position in ULH in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 58 funds tracked by Wall St. Rank hold ULH as of Q1 2015.

  • Ladenburg Thalmann Financial Services reported no remaining Universal Logistics Holdings position as of Q1 2015 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 100 Universal Logistics Holdings shares in Q1 2015, an estimated $3K.
  • Ladenburg Thalmann Financial Services first reported a position in Universal Logistics Holdings in Q4 2014 and held it in 1 quarter.
  • Ladenburg Thalmann Financial Services's Universal Logistics Holdings position peaked at $3K in Q4 2014.
  • 58 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2015.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2015, filed 15 May 2015.