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AmeriServ Wealth Advisors’s Vulcan Materials VMC Stock Holding History

AmeriServ 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
2014
Q2 		– Sell
-5,700
Closed -$379K – 133
2014
Q1 		$379K Sell
5,700
-5,250
-48% -$335K 0.38% 72
2013
Q4 		$651K Hold
10,950
– – 0.39% 77
2013
Q3 		$567K Hold
10,950
– – 0.36% 84
2013
Q2 		$530K Buy
+10,950
New +$562K 0.34% 85

Other funds holding VMC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return

AmeriServ Wealth Advisors's VMC Position: Q2 2014 in Review

AmeriServ Wealth Advisors sold out of Vulcan Materials (VMC) in Q2 2014, closing a stake of 5,700 shares — an estimated $379K sold.

AmeriServ Wealth Advisors first reported a position in VMC in Q2 2013 and held it in 4 quarters. The position peaked at $651K in Q4 2013. 364 funds tracked by Wall St. Rank hold VMC as of Q2 2014.

  • AmeriServ Wealth Advisors reported no remaining Vulcan Materials position as of Q2 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 5,700 Vulcan Materials shares in Q2 2014, an estimated $379K.
  • AmeriServ Wealth Advisors first reported a position in Vulcan Materials in Q2 2013 and held it in 4 quarters.
  • AmeriServ Wealth Advisors's Vulcan Materials position peaked at $651K in Q4 2013.
  • 364 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2014, filed 18 Aug 2014.