Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-1,107,015
Closed -$123M 4071
2017
Q1
$123M Sell
1,107,015
-156,200
-12% -$17.1M 0.14% 180
2016
Q4
$131M Sell
1,263,215
-287,210
-19% -$29.6M 0.16% 154
2016
Q3
$164M Buy
1,550,425
+109,627
+8% +$11.7M 0.19% 114
2016
Q2
$156M Buy
1,440,798
+812,156
+129% +$87.2M 0.2% 108
2016
Q1
$67.3M Buy
628,642
+569,266
+959% +$47M 0.09% 261
2015
Q4
$4.92M Buy
59,376
+513
+0.9% +$41.6K 0.01% 1586
2015
Q3
$4.23M Sell
58,863
-13,139
-18% -$1.03M 0.01% 1677
2015
Q2
$5.89M Sell
72,002
-15,395
-18% -$1.29M 0.01% 1606
2015
Q1
$7.34M Buy
87,397
+7,347
+9% +$632K 0.01% 1393
2014
Q4
$6.92M Buy
80,050
+19,922
+33% +$1.63M 0.01% 1525
2014
Q3
$4.75M Sell
60,128
-45,444
-43% -$3.57M ﹤0.01% 1789
2014
Q2
$8.04M Buy
105,572
+706
+0.7% +$52.3K 0.01% 1563
2014
Q1
$7.56M Buy
104,866
+14,520
+16% +$1.05M 0.01% 1438
2013
Q4
$6.44M Sell
90,346
-11,253
-11% -$780K 0.01% 1618
2013
Q3
$6.44M Sell
101,599
-13,139
-11% -$861K 0.01% 1437
2013
Q2
$7.42M Buy
+114,738
New +$7.64M 0.01% 1320

Other funds holding VAL