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RPg Family Wealth Advisory’s U-Haul Holding Co UHAL Stock Holding History

RPg Family Wealth Advisory’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-108,540
Closed -$4.23M – 287
2015
Q4 		$4.23M Buy
+108,540
New +$4.39M 3.88% 8

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

RPg Family Wealth Advisory's UHAL Position: Q1 2016 in Review

RPg Family Wealth Advisory sold out of U-Haul Holding Co (UHAL) in Q1 2016, closing a stake of 108,540 shares — an estimated $4.23M sold.

RPg Family Wealth Advisory first reported a position in UHAL in Q4 2015 and held it in 1 quarter. The position peaked at $4.23M in Q4 2015. 240 funds tracked by Wall St. Rank hold UHAL as of Q1 2016.

  • RPg Family Wealth Advisory reported no remaining U-Haul Holding Co position as of Q1 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 108,540 U-Haul Holding Co shares in Q1 2016, an estimated $4.23M.
  • RPg Family Wealth Advisory first reported a position in U-Haul Holding Co in Q4 2015 and held it in 1 quarter.
  • RPg Family Wealth Advisory's U-Haul Holding Co position peaked at $4.23M in Q4 2015.
  • 240 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2016, filed 12 May 2016.