CWM
VMI icon

Concert Wealth Management’s Valmont Industries VMI Stock Holding History

Concert Wealth Management’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
2015
Q1 		– Sell
-1,688
Closed -$216K – 627
2014
Q4 		$216K Hold
1,688
– – 0.03% 555
2014
Q3 		$227K Hold
1,688
– – 0.03% 466
2014
Q2 		$247K Buy
+1,688
New +$260K 0.03% 464

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Concert Wealth Management's VMI Position: Q1 2015 in Review

Concert Wealth Management sold out of Valmont Industries (VMI) in Q1 2015, closing a stake of 1,688 shares — an estimated $216K sold.

Concert Wealth Management first reported a position in VMI in Q2 2014 and held it in 3 quarters. The position peaked at $247K in Q2 2014. 253 funds tracked by Wall St. Rank hold VMI as of Q1 2015.

  • Concert Wealth Management reported no remaining Valmont Industries position as of Q1 2015 after selling out during the quarter.
  • Concert Wealth Management sold 1,688 Valmont Industries shares in Q1 2015, an estimated $216K.
  • Concert Wealth Management first reported a position in Valmont Industries in Q2 2014 and held it in 3 quarters.
  • Concert Wealth Management's Valmont Industries position peaked at $247K in Q2 2014.
  • 253 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.