FIM
VAL

Freedom Investment Management’s Valspar VAL Stock Holding History

Freedom Investment Management’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,944
Closed -$210K – 974
2016
Q2 		$210K Buy
+1,944
New +$209K 0.01% 734

Other funds holding VAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Freedom Investment Management's VAL Position: Q3 2016 in Review

Freedom Investment Management sold out of Valspar (VAL) in Q3 2016, closing a stake of 1,944 shares — an estimated $210K sold.

Freedom Investment Management first reported a position in VAL in Q2 2016 and held it in 1 quarter. The position peaked at $210K in Q2 2016. 349 funds tracked by Wall St. Rank hold VAL as of Q3 2016.

  • Freedom Investment Management reported no remaining Valspar position as of Q3 2016 after selling out during the quarter.
  • Freedom Investment Management sold 1,944 Valspar shares in Q3 2016, an estimated $210K.
  • Freedom Investment Management first reported a position in Valspar in Q2 2016 and held it in 1 quarter.
  • Freedom Investment Management's Valspar position peaked at $210K in Q2 2016.
  • 349 funds tracked by Wall St. Rank held Valspar as of Q3 2016.

Based on Freedom Investment Management's 13F filing for Q3 2016, filed 4 Oct 2016.