IMA Advisory Services’s Valmont Industries VMI Stock Holding History

IMA Advisory Services’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	-14,490	Closed	-$1.96M	–	158
2014 Q3	$1.96M	Buy	14,490 +340	+2%	+$48.8K	0.92%	35
2014 Q2	$2.15M	Buy	14,150 +1,120	+9%	+$172K	0.98%	37
2014 Q1	$1.94M	Buy	13,030 +260	+2%	+$38.5K	0.91%	39
2013 Q4	$1.9M	Buy	12,770 +240	+2%	+$33.9K	0.91%	38
2013 Q3	$1.74M	Buy	12,530 +70	+0.6%	+$10K	0.85%	38
2013 Q2	$1.78M	Buy	+12,460	New	+$1.83M	0.97%	29

Other funds holding VMI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IMA Advisory Services's VMI Position: Q4 2014 in Review

IMA Advisory Services sold out of Valmont Industries (VMI) in Q4 2014, closing a stake of 14,490 shares — an estimated $1.96M sold.

IMA Advisory Services first reported a position in VMI in Q2 2013 and held it in 6 quarters. The position peaked at $2.15M in Q2 2014. 262 funds tracked by Wall St. Rank hold VMI as of Q4 2014.

IMA Advisory Services reported no remaining Valmont Industries position as of Q4 2014 after selling out during the quarter.
IMA Advisory Services sold 14,490 Valmont Industries shares in Q4 2014, an estimated $1.96M.
IMA Advisory Services first reported a position in Valmont Industries in Q2 2013 and held it in 6 quarters.
IMA Advisory Services's Valmont Industries position peaked at $2.15M in Q2 2014.
262 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2014.

Based on IMA Advisory Services's 13F filing for Q4 2014, filed 9 Jan 2015.