Clifford Swan Investment Counsel’s Valmont Industries VMI Stock Holding History

Clifford Swan Investment Counsel’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
2018 Q3	–	Sell	-5,100	Closed	-$769K	–	326
2018 Q2	$769K	Hold	5,100	–	–	0.04%	168
2018 Q1	$746K	Hold	5,100	–	–	0.04%	172
2017 Q4	$846K	Hold	5,100	–	–	0.05%	170
2017 Q3	$806K	Hold	5,100	–	–	0.05%	172
2017 Q2	$763K	Hold	5,100	–	–	0.05%	178
2017 Q1	$793K	Hold	5,100	–	–	0.05%	168
2016 Q4	$719K	Hold	5,100	–	–	0.05%	168
2016 Q3	$686K	Hold	5,100	–	–	0.05%	171
2016 Q2	$690K	Hold	5,100	–	–	0.05%	162
2016 Q1	$632K	Hold	5,100	–	–	0.04%	176
2015 Q4	$541K	Hold	5,100	–	–	0.04%	194
2015 Q3	$484K	Hold	5,100	–	–	0.03%	191
2015 Q2	$606K	Hold	5,100	–	–	0.04%	177
2015 Q1	$627K	Hold	5,100	–	–	0.04%	173
2014 Q4	$648K	Hold	5,100	–	–	0.04%	170
2014 Q3	$688K	Hold	5,100	–	–	0.05%	155
2014 Q2	$775K	Hold	5,100	–	–	0.05%	155
2014 Q1	$759K	Hold	5,100	–	–	0.05%	150
2013 Q4	$761K	Hold	5,100	–	–	0.06%	140
2013 Q3	$708K	Hold	5,100	–	–	0.06%	139
2013 Q2	$730K	Buy	+5,100	New	+$748K	0.06%	132

Other funds holding VMI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clifford Swan Investment Counsel's VMI Position: Q3 2018 in Review

Clifford Swan Investment Counsel sold out of Valmont Industries (VMI) in Q3 2018, closing a stake of 5,100 shares — an estimated $769K sold.

Clifford Swan Investment Counsel first reported a position in VMI in Q2 2013 and held it in 21 quarters. The position peaked at $846K in Q4 2017. 243 funds tracked by Wall St. Rank hold VMI as of Q3 2018.

Clifford Swan Investment Counsel reported no remaining Valmont Industries position as of Q3 2018 after selling out during the quarter.
Clifford Swan Investment Counsel sold 5,100 Valmont Industries shares in Q3 2018, an estimated $769K.
Clifford Swan Investment Counsel first reported a position in Valmont Industries in Q2 2013 and held it in 21 quarters.
Clifford Swan Investment Counsel's Valmont Industries position peaked at $846K in Q4 2017.
243 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2018.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2018, filed 14 Nov 2018.