AG
VATE icon

Advisor Group’s INNOVATE Corp VATE Stock Holding History

Advisor Group’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$2K – 5436
2019
Q2 		$2K Buy
+100
New +$2.46K ﹤0.01% 5016
2019
Q1 		– Sell
-80
Closed -$2K – 5336
2018
Q4 		$2K Buy
+80
New +$3.37K ﹤0.01% 4857

Other funds holding VATE

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
ES
Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Advisor Group's VATE Position: Q3 2019 in Review

Advisor Group sold out of INNOVATE Corp (VATE) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

Advisor Group first reported a position in VATE in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 73 funds tracked by Wall St. Rank hold VATE as of Q3 2019.

  • Advisor Group reported no remaining INNOVATE Corp position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 100 INNOVATE Corp shares in Q3 2019, an estimated $2K.
  • Advisor Group first reported a position in INNOVATE Corp in Q4 2018 and held it in 2 quarters.
  • Advisor Group's INNOVATE Corp position peaked at $2K in Q2 2019.
  • 73 funds tracked by Wall St. Rank held INNOVATE Corp as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.