CapWealth Advisors’s Vulcan Materials VMC Stock Holding History

CapWealth 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 Q4	–	Sell	-332	Closed	-$38K	–	251
2016 Q3	$38K	Hold	332	–	–	0.01%	150
2016 Q2	$40K	Hold	332	–	–	0.01%	150
2016 Q1	$35K	Hold	332	–	–	0.01%	158
2015 Q4	$32K	Hold	332	–	–	0.01%	137
2015 Q3	$30K	Hold	332	–	–	0.01%	138
2015 Q2	$28K	Hold	332	–	–	0.01%	149
2015 Q1	$28K	Buy	+332	New	+$25.6K	0.01%	162
2014 Q4	–	Sell	-332	Closed	-$20K	–	267
2014 Q3	$20K	Hold	332	–	–	﹤0.01%	186
2014 Q2	$21K	Hold	332	–	–	﹤0.01%	188
2014 Q1	$22K	Hold	332	–	–	0.01%	187
2013 Q4	$20K	Hold	332	–	–	0.01%	210
2013 Q3	$17K	Hold	332	–	–	﹤0.01%	255
2013 Q2	$16K	Buy	+332	New	+$17K	﹤0.01%	246

Other funds holding VMC

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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 New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CapWealth Advisors's VMC Position: Q4 2016 in Review

CapWealth Advisors sold out of Vulcan Materials (VMC) in Q4 2016, closing a stake of 332 shares — an estimated $38K sold.

CapWealth Advisors first reported a position in VMC in Q2 2013 and held it in 13 quarters. The position peaked at $40K in Q2 2016. 549 funds tracked by Wall St. Rank hold VMC as of Q4 2016.

CapWealth Advisors reported no remaining Vulcan Materials position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 332 Vulcan Materials shares in Q4 2016, an estimated $38K.
CapWealth Advisors first reported a position in Vulcan Materials in Q2 2013 and held it in 13 quarters.
CapWealth Advisors's Vulcan Materials position peaked at $40K in Q2 2016.
549 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.