CreativeOne Wealth’s Vulcan Materials VMC Stock Holding History

CreativeOne Wealth’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
2019 Q3	–	Sell	-1,582	Closed	-$217K	–	194
2019 Q2	$217K	Buy	+1,582	New	+$202K	0.05%	165

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth's VMC Position: Q3 2019 in Review

CreativeOne Wealth sold out of Vulcan Materials (VMC) in Q3 2019, closing a stake of 1,582 shares — an estimated $217K sold.

CreativeOne Wealth first reported a position in VMC in Q2 2019 and held it in 1 quarter. The position peaked at $217K in Q2 2019. 646 funds tracked by Wall St. Rank hold VMC as of Q3 2019.

CreativeOne Wealth reported no remaining Vulcan Materials position as of Q3 2019 after selling out during the quarter.
CreativeOne Wealth sold 1,582 Vulcan Materials shares in Q3 2019, an estimated $217K.
CreativeOne Wealth first reported a position in Vulcan Materials in Q2 2019 and held it in 1 quarter.
CreativeOne Wealth's Vulcan Materials position peaked at $217K in Q2 2019.
646 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2019.

Based on CreativeOne Wealth's 13F filing for Q3 2019, filed 13 Nov 2019.