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Braun Stacey Associates’s Valmont Industries VMI Stock Holding History

Braun Stacey Associates’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
2017
Q3 		– Sell
-2,640
Closed -$395K – 134
2017
Q2 		$395K Sell
2,640
-5,205
-66% -$782K 0.03% 124
2017
Q1 		$1.22M Buy
7,845
+2,325
+42% +$343K 0.08% 118
2016
Q4 		$778K Buy
+5,520
New +$766K 0.05% 132
2015
Q3 		– Sell
-5,815
Closed -$691K – 268
2015
Q2 		$691K Buy
+5,815
New +$717K 0.03% 216

Other funds holding VMI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Braun Stacey Associates's VMI Position: Q3 2017 in Review

Braun Stacey Associates sold out of Valmont Industries (VMI) in Q3 2017, closing a stake of 2,640 shares — an estimated $395K sold.

Braun Stacey Associates first reported a position in VMI in Q2 2015 and held it in 4 quarters. The position peaked at $1.22M in Q1 2017. 260 funds tracked by Wall St. Rank hold VMI as of Q3 2017.

  • Braun Stacey Associates reported no remaining Valmont Industries position as of Q3 2017 after selling out during the quarter.
  • Braun Stacey Associates sold 2,640 Valmont Industries shares in Q3 2017, an estimated $395K.
  • Braun Stacey Associates first reported a position in Valmont Industries in Q2 2015 and held it in 4 quarters.
  • Braun Stacey Associates's Valmont Industries position peaked at $1.22M in Q1 2017.
  • 260 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2017.

Based on Braun Stacey Associates's 13F filing for Q3 2017, filed 25 Oct 2017.