UMA
WMAR

USA Mutuals Advisors’s West Marine Inc WMAR Stock Holding History

USA Mutuals Advisors’s Portfolio WMAR Stock Details WMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-263
Closed -$2K – 183
2016
Q2 		$2K Hold
263
– – ﹤0.01% 193
2016
Q1 		$2K Hold
263
– – ﹤0.01% 179
2015
Q4 		$2K Hold
263
– – ﹤0.01% 192
2015
Q3 		$2K Buy
+263
New +$2.38K ﹤0.01% 128

Other funds holding WMAR

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

USA Mutuals Advisors sold out of West Marine Inc (WMAR) in Q3 2016, closing a stake of 263 shares — an estimated $2K sold.

USA Mutuals Advisors first reported a position in WMAR in Q3 2015 and held it in 4 quarters. The position peaked at $2K in Q2 2016. 89 funds tracked by Wall St. Rank hold WMAR as of Q3 2016.

  • USA Mutuals Advisors reported no remaining West Marine Inc position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 263 West Marine Inc shares in Q3 2016, an estimated $2K.
  • USA Mutuals Advisors first reported a position in West Marine Inc in Q3 2015 and held it in 4 quarters.
  • USA Mutuals Advisors's West Marine Inc position peaked at $2K in Q2 2016.
  • 89 funds tracked by Wall St. Rank held West Marine Inc as of Q3 2016.

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