SIM
ZEUS

Sonora Investment Management’s Olympic Steel ZEUS Stock Holding History

Sonora Investment Management’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-211
Closed -$3K – 1173
2015
Q3 		$3K Buy
+211
New +$2.67K ﹤0.01% 927

Other funds holding ZEUS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sonora Investment Management's ZEUS Position: Q4 2015 in Review

Sonora Investment Management sold out of Olympic Steel (ZEUS) in Q4 2015, closing a stake of 211 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in ZEUS in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 91 funds tracked by Wall St. Rank hold ZEUS as of Q4 2015.

  • Sonora Investment Management reported no remaining Olympic Steel position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 211 Olympic Steel shares in Q4 2015, an estimated $3K.
  • Sonora Investment Management first reported a position in Olympic Steel in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Olympic Steel position peaked at $3K in Q3 2015.
  • 91 funds tracked by Wall St. Rank held Olympic Steel as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.