IA
VAL

IFP Advisors’s Valspar VAL Stock Holding History

IFP Advisors’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
-6,882
Closed -$764K – 4370
2017
Q1 		$764K Sell
6,882
-79
-1% -$8.67K 0.03% 509
2016
Q4 		$721K Sell
6,961
-54
-0.8% -$5.57K 0.03% 483
2016
Q3 		$744K Buy
7,015
+3,078
+78% +$328K 0.04% 445
2016
Q2 		$425K Buy
+3,937
New +$422K 0.02% 604
2016
Q1 		– Sell
-1,888
Closed -$157K – 4074
2015
Q4 		$157K Buy
+1,888
New +$153K 0.01% 951

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

IFP Advisors's VAL Position: Q2 2017 in Review

IFP Advisors sold out of Valspar (VAL) in Q2 2017, closing a stake of 6,882 shares — an estimated $764K sold.

IFP Advisors first reported a position in VAL in Q4 2015 and held it in 5 quarters. The position peaked at $764K in Q1 2017. 4 funds tracked by Wall St. Rank hold VAL as of Q2 2017.

  • IFP Advisors reported no remaining Valspar position as of Q2 2017 after selling out during the quarter.
  • IFP Advisors sold 6,882 Valspar shares in Q2 2017, an estimated $764K.
  • IFP Advisors first reported a position in Valspar in Q4 2015 and held it in 5 quarters.
  • IFP Advisors's Valspar position peaked at $764K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Valspar as of Q2 2017.

Based on IFP Advisors's 13F filing for Q2 2017, filed 31 Jul 2017.