GRP
VAL

Global Retirement Partners’s Valspar VAL Stock Holding History

Global Retirement Partners’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
2017
Q2 		– Sell
-305
Closed -$34K – 1198
2017
Q1 		$34K Sell
305
-743
-71% -$81.6K 0.02% 442
2016
Q4 		$109K Buy
+1,048
New +$108K 0.07% 226

Other funds holding VAL

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Global Retirement Partners's VAL Position: Q2 2017 in Review

Global Retirement Partners sold out of Valspar (VAL) in Q2 2017, closing a stake of 305 shares — an estimated $34K sold.

Global Retirement Partners first reported a position in VAL in Q4 2016 and held it in 2 quarters. The position peaked at $109K in Q4 2016. 4 funds tracked by Wall St. Rank hold VAL as of Q2 2017.

  • Global Retirement Partners reported no remaining Valspar position as of Q2 2017 after selling out during the quarter.
  • Global Retirement Partners sold 305 Valspar shares in Q2 2017, an estimated $34K.
  • Global Retirement Partners first reported a position in Valspar in Q4 2016 and held it in 2 quarters.
  • Global Retirement Partners's Valspar position peaked at $109K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Valspar as of Q2 2017.

Based on Global Retirement Partners's 13F filing for Q2 2017, filed 10 Aug 2018.