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Cerity Partners OCIO’s Valmont Industries VMI Stock Holding History

Cerity Partners OCIO’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
Q4 		– Sell
-1,523
Closed -$205K – 238
2016
Q3 		$205K Buy
+1,523
New +$201K 0.02% 201

Other funds holding VMI

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

Cerity Partners OCIO's VMI Position: Q4 2016 in Review

Cerity Partners OCIO sold out of Valmont Industries (VMI) in Q4 2016, closing a stake of 1,523 shares — an estimated $205K sold.

Cerity Partners OCIO first reported a position in VMI in Q3 2016 and held it in 1 quarter. The position peaked at $205K in Q3 2016. 256 funds tracked by Wall St. Rank hold VMI as of Q4 2016.

  • Cerity Partners OCIO reported no remaining Valmont Industries position as of Q4 2016 after selling out during the quarter.
  • Cerity Partners OCIO sold 1,523 Valmont Industries shares in Q4 2016, an estimated $205K.
  • Cerity Partners OCIO first reported a position in Valmont Industries in Q3 2016 and held it in 1 quarter.
  • Cerity Partners OCIO's Valmont Industries position peaked at $205K in Q3 2016.
  • 256 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2016.

Based on Cerity Partners OCIO's 13F filing for Q4 2016, filed 14 Feb 2017.