FPFS
VMI icon

First Personal Financial Services’s Valmont Industries VMI Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-23
Closed -$3K – 532
2015
Q1 		$3K Hold
23
– – ﹤0.01% 394
2014
Q4 		$2K Buy
+23
New +$3.07K ﹤0.01% 381

Other funds holding VMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

First Personal Financial Services's VMI Position: Q2 2015 in Review

First Personal Financial Services sold out of Valmont Industries (VMI) in Q2 2015, closing a stake of 23 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in VMI in Q4 2014 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 253 funds tracked by Wall St. Rank hold VMI as of Q2 2015.

  • First Personal Financial Services reported no remaining Valmont Industries position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 23 Valmont Industries shares in Q2 2015, an estimated $3K.
  • First Personal Financial Services first reported a position in Valmont Industries in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's Valmont Industries position peaked at $3K in Q1 2015.
  • 253 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.