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Capital Analysts LLC’s Valmont Industries VMI Stock Holding History

Capital Analysts LLC’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
2014
Q4 		– Sell
-1,555
Closed -$210K – 410
2014
Q3 		$210K Sell
1,555
-990
-39% -$142K 0.05% 154
2014
Q2 		$387K Buy
2,545
+235
+10% +$36.2K 0.09% 115
2014
Q1 		$344K Hold
2,310
– – 0.09% 115
2013
Q4 		$344K Buy
2,310
+700
+43% +$98.9K 0.09% 113
2013
Q3 		$224K Sell
1,610
-1,315
-45% -$188K 0.07% 120
2013
Q2 		$419K Buy
+2,925
New +$429K 0.13% 111

Other funds holding VMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Analysts LLC's VMI Position: Q4 2014 in Review

Capital Analysts LLC sold out of Valmont Industries (VMI) in Q4 2014, closing a stake of 1,555 shares — an estimated $210K sold.

Capital Analysts LLC first reported a position in VMI in Q2 2013 and held it in 6 quarters. The position peaked at $419K in Q2 2013. 262 funds tracked by Wall St. Rank hold VMI as of Q4 2014.

  • Capital Analysts LLC reported no remaining Valmont Industries position as of Q4 2014 after selling out during the quarter.
  • Capital Analysts LLC sold 1,555 Valmont Industries shares in Q4 2014, an estimated $210K.
  • Capital Analysts LLC first reported a position in Valmont Industries in Q2 2013 and held it in 6 quarters.
  • Capital Analysts LLC's Valmont Industries position peaked at $419K in Q2 2013.
  • 262 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2014.

Based on Capital Analysts LLC's 13F filing for Q4 2014, filed 13 Feb 2015.