WAM
USAK

Wealthspire Advisors (Maryland)’s USA Truck Inc USAK Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio USAK Stock Details USAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-163
Closed -$2K – 2596
2017
Q3 		$2K Hold
163
– – ﹤0.01% 2028
2017
Q2 		$1K Buy
+163
New +$1.12K ﹤0.01% 2146

Other funds holding USAK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s USAK Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of USA Truck Inc (USAK) in Q4 2017, closing a stake of 163 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in USAK in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 59 funds tracked by Wall St. Rank hold USAK as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining USA Truck Inc position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 163 USA Truck Inc shares in Q4 2017, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in USA Truck Inc in Q2 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s USA Truck Inc position peaked at $2K in Q3 2017.
  • 59 funds tracked by Wall St. Rank held USA Truck Inc as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.