UMA
SVT

USA Mutuals Advisors’s Servotronics SVT Stock Holding History

USA Mutuals Advisors’s Portfolio SVT Stock Details SVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-387
Closed -$4K – 129
2016
Q2 		$4K Hold
387
– – ﹤0.01% 63
2016
Q1 		$3K Hold
387
– – ﹤0.01% 104
2015
Q4 		$3K Hold
387
– – ﹤0.01% 119
2015
Q3 		$3K Buy
387
+122
+46% +$855 ﹤0.01% 84
2015
Q2 		$2K Buy
+265
New +$1.76K ﹤0.01% 101

Other funds holding SVT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return