ZIM
USAP

Zacks Investment Management’s Universal Stainless & Alloy USAP Stock Holding History

Zacks Investment Management’s Portfolio USAP Stock Details USAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-13,252
Closed -$349K – 768
2014
Q3 		$349K Buy
13,252
+1,236
+10% +$37.8K 0.01% 476
2014
Q2 		$390K Buy
+12,016
New +$388K 0.01% 508

Other funds holding USAP

PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Zacks Investment Management's USAP Position: Q4 2014 in Review

Zacks Investment Management sold out of Universal Stainless & Alloy (USAP) in Q4 2014, closing a stake of 13,252 shares — an estimated $349K sold.

Zacks Investment Management first reported a position in USAP in Q2 2014 and held it in 2 quarters. The position peaked at $390K in Q2 2014. 61 funds tracked by Wall St. Rank hold USAP as of Q4 2014.

  • Zacks Investment Management reported no remaining Universal Stainless & Alloy position as of Q4 2014 after selling out during the quarter.
  • Zacks Investment Management sold 13,252 Universal Stainless & Alloy shares in Q4 2014, an estimated $349K.
  • Zacks Investment Management first reported a position in Universal Stainless & Alloy in Q2 2014 and held it in 2 quarters.
  • Zacks Investment Management's Universal Stainless & Alloy position peaked at $390K in Q2 2014.
  • 61 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2014.

Based on Zacks Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.