Forvis Mazars Wealth Advisors’s VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) VELT Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio VELT Stock Details VELT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-14,000	Closed	-$1K	–	160
2013 Q4	$1K	Hold	14,000	–	–	﹤0.01%	155
2013 Q3	$5K	Hold	14,000	–	–	﹤0.01%	149
2013 Q2	$20K	Buy	+14,000	New	+$25K	0.02%	98

Other funds holding VELT

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VELT Position: Q1 2014 in Review

Forvis Mazars Wealth Advisors sold out of VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) (VELT) in Q1 2014, closing a stake of 14,000 shares — an estimated $1K sold.

Forvis Mazars Wealth Advisors first reported a position in VELT in Q2 2013 and held it in 3 quarters. The position peaked at $20K in Q2 2013. 4 funds tracked by Wall St. Rank hold VELT as of Q1 2014.

Forvis Mazars Wealth Advisors reported no remaining VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) position as of Q1 2014 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 14,000 VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) shares in Q1 2014, an estimated $1K.
Forvis Mazars Wealth Advisors first reported a position in VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) in Q2 2013 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) position peaked at $20K in Q2 2013.
4 funds tracked by Wall St. Rank held VELTI PLC, ST HELIER ORDINARY SHARES (JERSEY) as of Q1 2014.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2014, filed 29 Apr 2014.