JP Morgan Private Wealth Advisors’s Valmont Industries VMI Stock Holding History

JP Morgan Private Wealth Advisors’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
2018 Q1	–	Sell	-1,754	Closed	-$291K	–	1385
2017 Q4	$291K	Hold	1,754	–	–	﹤0.01%	1067
2017 Q3	$278K	Sell	1,754 -100	-5%	-$15.1K	﹤0.01%	1042
2017 Q2	$277K	Sell	1,854 -36	-2%	-$5.41K	﹤0.01%	1045
2017 Q1	$294K	Sell	1,890 -256	-12%	-$37.8K	﹤0.01%	1078
2016 Q4	$302K	Buy	2,146 +59	+3%	+$8.19K	﹤0.01%	989
2016 Q3	$281K	Sell	2,087 -43	-2%	-$5.67K	﹤0.01%	1016
2016 Q2	$288K	Sell	2,130 -407	-16%	-$53.8K	﹤0.01%	999
2016 Q1	$314K	Buy	+2,537	New	+$282K	﹤0.01%	932
2013 Q3	–	Sell	-2,850	Closed	-$408K	–	664
2013 Q2	$408K	Buy	+2,850	New	+$418K	0.01%	440

Other funds holding VMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VMI Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of Valmont Industries (VMI) in Q1 2018, closing a stake of 1,754 shares — an estimated $291K sold.

JP Morgan Private Wealth Advisors first reported a position in VMI in Q2 2013 and held it in 9 quarters. The position peaked at $408K in Q2 2013. 263 funds tracked by Wall St. Rank hold VMI as of Q1 2018.

JP Morgan Private Wealth Advisors reported no remaining Valmont Industries position as of Q1 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 1,754 Valmont Industries shares in Q1 2018, an estimated $291K.
JP Morgan Private Wealth Advisors first reported a position in Valmont Industries in Q2 2013 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Valmont Industries position peaked at $408K in Q2 2013.
263 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.