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Acorn Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Acorn Wealth Advisors’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-120
Closed -$15K – 434
2018
Q2 		$15K Sell
120
-80
-40% -$9.86K 0.01% 441
2018
Q1 		$23K Hold
200
– – 0.02% 373
2017
Q4 		$26K Buy
+200
New +$24.4K 0.02% 346

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Acorn Wealth Advisors's VMC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Vulcan Materials (VMC) in Q3 2018, closing a stake of 120 shares — an estimated $15K sold.

Acorn Wealth Advisors first reported a position in VMC in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 557 funds tracked by Wall St. Rank hold VMC as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Vulcan Materials position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 120 Vulcan Materials shares in Q3 2018, an estimated $15K.
  • Acorn Wealth Advisors first reported a position in Vulcan Materials in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Vulcan Materials position peaked at $26K in Q4 2017.
  • 557 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.