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Virtus Fund Advisers’s United States Lime & Minerals USLM Stock Holding History

Virtus Fund Advisers’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-835
Closed -$11K – 1913
2014
Q2 		$11K Buy
+835
New +$10K ﹤0.01% 2735

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Virtus Fund Advisers's USLM Position: Q3 2014 in Review

Virtus Fund Advisers sold out of United States Lime & Minerals (USLM) in Q3 2014, closing a stake of 835 shares — an estimated $11K sold.

Virtus Fund Advisers first reported a position in USLM in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 58 funds tracked by Wall St. Rank hold USLM as of Q3 2014.

  • Virtus Fund Advisers reported no remaining United States Lime & Minerals position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 835 United States Lime & Minerals shares in Q3 2014, an estimated $11K.
  • Virtus Fund Advisers first reported a position in United States Lime & Minerals in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's United States Lime & Minerals position peaked at $11K in Q2 2014.
  • 58 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.