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Baldwin Wealth Partners’s Valmont Industries VMI Stock Holding History

Baldwin Wealth Partners’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-50
Closed -$7K – 567
2016
Q2 		$7K Hold
50
– – ﹤0.01% 414
2016
Q1 		$6K Buy
+50
New +$5.55K ﹤0.01% 435
2013
Q3 		– Sell
-9,668
Closed -$1.38M – 248
2013
Q2 		$1.38M Buy
+9,668
New +$1.42M 0.27% 90

Other funds holding VMI

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baldwin Wealth Partners's VMI Position: Q3 2016 in Review

Baldwin Wealth Partners sold out of Valmont Industries (VMI) in Q3 2016, closing a stake of 50 shares — an estimated $7K sold.

Baldwin Wealth Partners first reported a position in VMI in Q2 2013 and held it in 3 quarters. The position peaked at $1.38M in Q2 2013. 237 funds tracked by Wall St. Rank hold VMI as of Q3 2016.

  • Baldwin Wealth Partners reported no remaining Valmont Industries position as of Q3 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 50 Valmont Industries shares in Q3 2016, an estimated $7K.
  • Baldwin Wealth Partners first reported a position in Valmont Industries in Q2 2013 and held it in 3 quarters.
  • Baldwin Wealth Partners's Valmont Industries position peaked at $1.38M in Q2 2013.
  • 237 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2016.

Based on Baldwin Wealth Partners's 13F filing for Q3 2016, filed 8 Nov 2016.