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Global Endowment Management’s Valmont Industries VMI Stock Holding History

Global Endowment 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
2017
Q2 		– Sell
-2,480
Closed -$386K – 267
2017
Q1 		$386K Buy
2,480
+10
+0.4% +$1.48K 0.06% 190
2016
Q4 		$348K Buy
+2,470
New +$343K 0.05% 202

Other funds holding VMI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Global Endowment Management's VMI Position: Q2 2017 in Review

Global Endowment Management sold out of Valmont Industries (VMI) in Q2 2017, closing a stake of 2,480 shares — an estimated $386K sold.

Global Endowment Management first reported a position in VMI in Q4 2016 and held it in 2 quarters. The position peaked at $386K in Q1 2017. 272 funds tracked by Wall St. Rank hold VMI as of Q2 2017.

  • Global Endowment Management reported no remaining Valmont Industries position as of Q2 2017 after selling out during the quarter.
  • Global Endowment Management sold 2,480 Valmont Industries shares in Q2 2017, an estimated $386K.
  • Global Endowment Management first reported a position in Valmont Industries in Q4 2016 and held it in 2 quarters.
  • Global Endowment Management's Valmont Industries position peaked at $386K in Q1 2017.
  • 272 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2017.

Based on Global Endowment Management's 13F filing for Q2 2017, filed 11 Aug 2017.