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Goodman Financial’s Valmont Industries VMI Stock Holding History

Goodman Financial’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
2014
Q4 		– Sell
-27,397
Closed -$3.7M – 46
2014
Q3 		$3.7M Sell
27,397
-665
-2% -$95.5K 2.5% 26
2014
Q2 		$4.26M Buy
28,062
+421
+2% +$64.8K 2.55% 25
2014
Q1 		$4.11M Buy
27,641
+1,620
+6% +$240K 2.51% 27
2013
Q4 		$3.88M Buy
26,021
+160
+0.6% +$22.6K 2.46% 28
2013
Q3 		$3.59M Buy
25,861
+956
+4% +$137K 2.5% 27
2013
Q2 		$3.56M Buy
+24,905
New +$3.65M 2.69% 23

Other funds holding VMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goodman Financial's VMI Position: Q4 2014 in Review

Goodman Financial sold out of Valmont Industries (VMI) in Q4 2014, closing a stake of 27,397 shares — an estimated $3.7M sold.

Goodman Financial first reported a position in VMI in Q2 2013 and held it in 6 quarters. The position peaked at $4.26M in Q2 2014. 262 funds tracked by Wall St. Rank hold VMI as of Q4 2014.

  • Goodman Financial reported no remaining Valmont Industries position as of Q4 2014 after selling out during the quarter.
  • Goodman Financial sold 27,397 Valmont Industries shares in Q4 2014, an estimated $3.7M.
  • Goodman Financial first reported a position in Valmont Industries in Q2 2013 and held it in 6 quarters.
  • Goodman Financial's Valmont Industries position peaked at $4.26M in Q2 2014.
  • 262 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2014.

Based on Goodman Financial's 13F filing for Q4 2014, filed 4 Feb 2015.