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IBM Retirement Fund’s Valmont Industries VMI Stock Holding History

IBM Retirement Fund’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
Q1 		– Sell
-1,788
Closed -$252K – 727
2016
Q4 		$252K Sell
1,788
-333
-16% -$46.2K 0.01% 830
2016
Q3 		$285K Sell
2,121
-121
-5% -$16K 0.01% 853
2016
Q2 		$303K Sell
2,242
-129
-5% -$17.1K 0.01% 847
2016
Q1 		$294K Sell
2,371
-3,072
-56% -$341K 0.01% 848
2015
Q4 		$577K Buy
+5,443
New +$590K 0.01% 951
2015
Q3 		– Sell
-5,468
Closed -$650K – 1001
2015
Q2 		$650K Sell
5,468
-842
-13% -$104K 0.01% 922
2015
Q1 		$775K Sell
6,310
-66
-1% -$8.09K 0.01% 851
2014
Q4 		$810K Buy
6,376
+602
+10% +$80.4K 0.02% 823
2014
Q3 		$779K Sell
5,774
-759
-12% -$109K 0.02% 791
2014
Q2 		$999K Sell
6,533
-40
-0.6% -$6.16K 0.02% 776
2014
Q1 		$989K Sell
6,573
-3,780
-37% -$559K 0.02% 769
2013
Q4 		$1.54M Sell
10,353
-433
-4% -$61.2K 0.02% 750
2013
Q3 		$1.5M Sell
10,786
-1,581
-13% -$226K 0.02% 758
2013
Q2 		$1.77M Buy
+12,367
New +$1.81M 0.02% 706

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

IBM Retirement Fund's VMI Position: Q1 2017 in Review

IBM Retirement Fund sold out of Valmont Industries (VMI) in Q1 2017, closing a stake of 1,788 shares — an estimated $252K sold.

IBM Retirement Fund first reported a position in VMI in Q2 2013 and held it in 14 quarters. The position peaked at $1.77M in Q2 2013. 274 funds tracked by Wall St. Rank hold VMI as of Q1 2017.

  • IBM Retirement Fund reported no remaining Valmont Industries position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 1,788 Valmont Industries shares in Q1 2017, an estimated $252K.
  • IBM Retirement Fund first reported a position in Valmont Industries in Q2 2013 and held it in 14 quarters.
  • IBM Retirement Fund's Valmont Industries position peaked at $1.77M in Q2 2013.
  • 274 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.