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Hedeker Wealth’s Valmont Industries VMI Stock Holding History

Hedeker Wealth’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
2016
Q3 		– Sell
-2,430
Closed -$328K – 179
2016
Q2 		$328K Sell
2,430
-14,548
-86% -$1.92M 0.29% 101
2016
Q1 		$2.1M Sell
16,978
-1,635
-9% -$181K 1.97% 20
2015
Q4 		$1.97M Buy
18,613
+60
+0.3% +$6.5K 1.74% 18
2015
Q3 		$1.76M Buy
18,553
+805
+5% +$88.1K 1.53% 23
2015
Q2 		$2.11M Buy
17,748
+175
+1% +$21.6K 1.7% 20
2015
Q1 		$2.16M Buy
17,573
+7,405
+73% +$908K 1.8% 21
2014
Q4 		$1.29M Buy
+10,168
New +$1.36M 1.04% 37

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hedeker Wealth's VMI Position: Q3 2016 in Review

Hedeker Wealth sold out of Valmont Industries (VMI) in Q3 2016, closing a stake of 2,430 shares — an estimated $328K sold.

Hedeker Wealth first reported a position in VMI in Q4 2014 and held it in 7 quarters. The position peaked at $2.16M in Q1 2015. 237 funds tracked by Wall St. Rank hold VMI as of Q3 2016.

  • Hedeker Wealth reported no remaining Valmont Industries position as of Q3 2016 after selling out during the quarter.
  • Hedeker Wealth sold 2,430 Valmont Industries shares in Q3 2016, an estimated $328K.
  • Hedeker Wealth first reported a position in Valmont Industries in Q4 2014 and held it in 7 quarters.
  • Hedeker Wealth's Valmont Industries position peaked at $2.16M in Q1 2015.
  • 237 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2016.

Based on Hedeker Wealth's 13F filing for Q3 2016, filed 18 Oct 2016.