Rational Advisors’s United States Lime & Minerals USLM Stock Holding History

Rational Advisors’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
2015 Q3	$1.83M	Sell	200,000 -162,500	-45%	-$1.73M	0.74%	58
2015 Q2	$4.21M	Buy	362,500 +25,000	+7%	+$313K	1.36%	12
2015 Q1	$4.35M	Buy	337,500 +45,000	+15%	+$618K	1.05%	25
2014 Q4	$4.26M	Buy	+292,500	New	+$3.98M	0.85%	31
2013 Q4	$3.46M	Hold	282,500	–	–	0.3%	110
2013 Q3	$3.31M	Hold	282,500	–	–	0.25%	117
2013 Q2	$2.95M	Buy	+282,500	New	+$2.78M	0.25%	130

Other funds holding USLM

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Emancipation Management New York $22.4M AUM 18.33% 1-Year Est. Return

Rational Advisors's USLM Position: Q3 2015 in Review

Rational Advisors reduced its United States Lime & Minerals (USLM) stake by 45% in Q3 2015, selling an estimated $1.73M and leaving 200,000 shares worth $1.83M. The position accounts for 0.74% of the portfolio, ranked #58.

Rational Advisors first reported a position in USLM in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.35M in Q1 2015. 56 funds tracked by Wall St. Rank hold USLM as of Q3 2015.

Rational Advisors held 200,000 shares of United States Lime & Minerals worth $1.83M as of Q3 2015.
Rational Advisors sold 162,500 United States Lime & Minerals shares in Q3 2015, an estimated $1.73M.
United States Lime & Minerals made up 0.74% of Rational Advisors's portfolio in Q3 2015, its #58 holding.
Rational Advisors first reported a position in United States Lime & Minerals in Q2 2013 and has held it in 7 quarters since.
Rational Advisors's United States Lime & Minerals position peaked at $4.35M in Q1 2015.
56 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2015.

Based on Rational Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.