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Elite Wealth Management’s Valmont Industries VMI Stock Holding History

Elite 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
2014
Q1 		– Sell
-9
Closed -$1K – 660
2013
Q4 		$1K Buy
+9
New +$1.27K ﹤0.01% 827

Other funds holding VMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Elite Wealth Management's VMI Position: Q1 2014 in Review

Elite Wealth Management sold out of Valmont Industries (VMI) in Q1 2014, closing a stake of 9 shares — an estimated $1K sold.

Elite Wealth Management first reported a position in VMI in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 273 funds tracked by Wall St. Rank hold VMI as of Q1 2014.

  • Elite Wealth Management reported no remaining Valmont Industries position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 9 Valmont Industries shares in Q1 2014, an estimated $1K.
  • Elite Wealth Management first reported a position in Valmont Industries in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Valmont Industries position peaked at $1K in Q4 2013.
  • 273 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.