RIA
USAP

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

Regal 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
2013
Q4 		– Sell
-15
Closed – – 976
2013
Q3 		$0 Hold
15
– – ﹤0.01% 948
2013
Q2 		$0 Buy
+15
New +$480 ﹤0.01% 903

Other funds holding USAP

PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 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
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regal Investment Advisors's USAP Position: Q4 2013 in Review

Regal Investment Advisors sold out of Universal Stainless & Alloy (USAP) in Q4 2013, closing a stake of 15 shares.

Regal Investment Advisors first reported a position in USAP in Q2 2013 and held it in 2 quarters. The position peaked at $0 in Q3 2013. 70 funds tracked by Wall St. Rank hold USAP as of Q4 2013.

  • Regal Investment Advisors reported no remaining Universal Stainless & Alloy position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 15 Universal Stainless & Alloy shares in Q4 2013.
  • Regal Investment Advisors first reported a position in Universal Stainless & Alloy in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Universal Stainless & Alloy position peaked at $0 in Q3 2013.
  • 70 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.