Scotia Capital’s U-Haul Holding Co UHAL Stock Holding History

Scotia Capital’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
2015 Q1	–	Sell	-28,000	Closed	-$796K	–	643
2014 Q4	$796K	Sell	28,000 -2,000	-7%	-$54.2K	0.02%	336
2014 Q3	$784K	Sell	30,000 -28,310	-49%	-$783K	0.02%	341
2014 Q2	$1.7M	Buy	58,310 +25,780	+79%	+$681K	0.04%	243
2014 Q1	$755K	Buy	32,530 +13,680	+73%	+$316K	0.02%	344
2013 Q4	$448K	Sell	18,850 -1,220	-6%	-$26.2K	0.01%	387
2013 Q3	$370K	Buy	+20,070	New	+$347K	0.01%	375

Other funds holding UHAL

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

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

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

BIT

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

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

Scotia Capital's UHAL Position: Q1 2015 in Review

Scotia Capital sold out of U-Haul Holding Co (UHAL) in Q1 2015, closing a stake of 28,000 shares — an estimated $796K sold.

Scotia Capital first reported a position in UHAL in Q3 2013 and held it in 6 quarters. The position peaked at $1.7M in Q2 2014. 166 funds tracked by Wall St. Rank hold UHAL as of Q1 2015.

Scotia Capital reported no remaining U-Haul Holding Co position as of Q1 2015 after selling out during the quarter.
Scotia Capital sold 28,000 U-Haul Holding Co shares in Q1 2015, an estimated $796K.
Scotia Capital first reported a position in U-Haul Holding Co in Q3 2013 and held it in 6 quarters.
Scotia Capital's U-Haul Holding Co position peaked at $1.7M in Q2 2014.
166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2015.

Based on Scotia Capital's 13F filing for Q1 2015, filed 15 May 2015.