FFSOTS
VMC icon

Fiduciary Financial Services of The Southwest’s Vulcan Materials VMC Stock Holding History

Fiduciary Financial Services of The Southwest’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
2018
Q2 		– Sell
-1,787
Closed -$204K – 155
2018
Q1 		$204K Buy
1,787
+8
+0.4% +$1.01K 0.06% 147
2017
Q4 		$228K Buy
1,779
+42
+2% +$5.13K 0.07% 146
2017
Q3 		$208K Sell
1,737
-30
-2% -$3.6K 0.06% 145
2017
Q2 		$224K Buy
+1,767
New +$222K 0.07% 140

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's VMC Position: Q2 2018 in Review

Fiduciary Financial Services of The Southwest sold out of Vulcan Materials (VMC) in Q2 2018, closing a stake of 1,787 shares — an estimated $204K sold.

Fiduciary Financial Services of The Southwest first reported a position in VMC in Q2 2017 and held it in 4 quarters. The position peaked at $228K in Q4 2017. 558 funds tracked by Wall St. Rank hold VMC as of Q2 2018.

  • Fiduciary Financial Services of The Southwest reported no remaining Vulcan Materials position as of Q2 2018 after selling out during the quarter.
  • Fiduciary Financial Services of The Southwest sold 1,787 Vulcan Materials shares in Q2 2018, an estimated $204K.
  • Fiduciary Financial Services of The Southwest first reported a position in Vulcan Materials in Q2 2017 and held it in 4 quarters.
  • Fiduciary Financial Services of The Southwest's Vulcan Materials position peaked at $228K in Q4 2017.
  • 558 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2018.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q2 2018, filed 10 Aug 2018.