MGIA
USAP

Moneta Group Investment Advisors’s Universal Stainless & Alloy USAP Stock Holding History

Moneta Group Investment Advisors’s Portfolio USAP Stock Details USAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed -$2K – 437
2015
Q3 		$2K Buy
+200
New +$2.71K ﹤0.01% 508

Other funds holding USAP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Moneta Group Investment Advisors's USAP Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Universal Stainless & Alloy (USAP) in Q4 2015, closing a stake of 200 shares — an estimated $2K sold.

Moneta Group Investment Advisors first reported a position in USAP in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 50 funds tracked by Wall St. Rank hold USAP as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Universal Stainless & Alloy position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 200 Universal Stainless & Alloy shares in Q4 2015, an estimated $2K.
  • Moneta Group Investment Advisors first reported a position in Universal Stainless & Alloy in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Universal Stainless & Alloy position peaked at $2K in Q3 2015.
  • 50 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.