RFA
USAP

Reilly Financial Advisors’s Universal Stainless & Alloy USAP Stock Holding History

Reilly Financial 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
2018
Q4 		– Sell
-176
Closed -$4K – 1036
2018
Q3 		$4K Sell
176
-43
-20% -$1.19K ﹤0.01% 878
2018
Q2 		$5K Buy
+219
New +$5.96K ﹤0.01% 819

Other funds holding USAP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

Reilly Financial Advisors's USAP Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Universal Stainless & Alloy (USAP) in Q4 2018, closing a stake of 176 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in USAP in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 75 funds tracked by Wall St. Rank hold USAP as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Universal Stainless & Alloy position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 176 Universal Stainless & Alloy shares in Q4 2018, an estimated $4K.
  • Reilly Financial Advisors first reported a position in Universal Stainless & Alloy in Q2 2018 and held it in 2 quarters.
  • Reilly Financial Advisors's Universal Stainless & Alloy position peaked at $5K in Q2 2018.
  • 75 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.