UMA
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USA Mutuals Advisors’s Regional Management Corp RM Stock Holding History

USA Mutuals Advisors’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-140
Closed -$2K – 120
2016
Q2 		$2K Hold
140
– – ﹤0.01% 168
2016
Q1 		$2K Hold
140
– – ﹤0.01% 160
2015
Q4 		$2K Sell
140
-3
-2% -$47 ﹤0.01% 174
2015
Q3 		$2K Buy
+143
New +$2.43K ﹤0.01% 113

Other funds holding RM

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BCM
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SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
GCP
Glen Capital Partners Waltham, Massachusetts $68.9M AUM 21.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

USA Mutuals Advisors's RM Position: Q3 2016 in Review

USA Mutuals Advisors sold out of Regional Management Corp (RM) in Q3 2016, closing a stake of 140 shares — an estimated $2K sold.

USA Mutuals Advisors first reported a position in RM in Q3 2015 and held it in 4 quarters. The position peaked at $2K in Q2 2016. 93 funds tracked by Wall St. Rank hold RM as of Q3 2016.

  • USA Mutuals Advisors reported no remaining Regional Management Corp position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 140 Regional Management Corp shares in Q3 2016, an estimated $2K.
  • USA Mutuals Advisors first reported a position in Regional Management Corp in Q3 2015 and held it in 4 quarters.
  • USA Mutuals Advisors's Regional Management Corp position peaked at $2K in Q2 2016.
  • 93 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.