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BKS Advisors’s Vulcan Materials VMC Stock Holding History

BKS 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
2016
Q3 		– Sell
-32,590
Closed -$3.92M – 244
2016
Q2 		$3.92M Buy
32,590
+17,090
+110% +$1.94M 2.02% 9
2016
Q1 		$1.64M Buy
+15,500
New +$1.47M 0.85% 39

Other funds holding VMC

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BKS Advisors's VMC Position: Q3 2016 in Review

BKS Advisors sold out of Vulcan Materials (VMC) in Q3 2016, closing a stake of 32,590 shares — an estimated $3.92M sold.

BKS Advisors first reported a position in VMC in Q1 2016 and held it in 2 quarters. The position peaked at $3.92M in Q2 2016. 512 funds tracked by Wall St. Rank hold VMC as of Q3 2016.

  • BKS Advisors reported no remaining Vulcan Materials position as of Q3 2016 after selling out during the quarter.
  • BKS Advisors sold 32,590 Vulcan Materials shares in Q3 2016, an estimated $3.92M.
  • BKS Advisors first reported a position in Vulcan Materials in Q1 2016 and held it in 2 quarters.
  • BKS Advisors's Vulcan Materials position peaked at $3.92M in Q2 2016.
  • 512 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2016.

Based on BKS Advisors's 13F filing for Q3 2016, filed 9 Nov 2016.