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WFG Advisors’s U-Haul Holding Co UHAL Stock Holding History

WFG Advisors’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$14K Sell
380
-60
-14% -$2.18K ﹤0.01% 1049
2017
Q1 		$17K Hold
440
– – ﹤0.01% 932
2016
Q4 		$16K Buy
440
+10
+2% +$343 ﹤0.01% 989
2016
Q3 		$14K Hold
430
– – ﹤0.01% 1038
2016
Q2 		$16K Hold
430
– – ﹤0.01% 972
2016
Q1 		$15K Hold
430
– – ﹤0.01% 952
2015
Q4 		$17K Hold
430
– – 0.01% 940
2015
Q3 		$17K Buy
+430
New +$15.6K 0.01% 950

Other funds holding UHAL

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Wellington Management Group
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ACM
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First Manhattan
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BlackRock
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return