KJWM
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Kiley Juergens Wealth Management’s Valmont Industries VMI Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-100
Closed -$13K – 633
2018
Q3 		$13K Hold
100
– – 0.01% 437
2018
Q2 		$15K Buy
+100
New +$14.6K 0.01% 384
2018
Q1 		– Sell
-100
Closed -$16K – 590
2017
Q4 		$16K Buy
+100
New +$16.3K 0.01% 388

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Kiley Juergens Wealth Management's VMI Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Valmont Industries (VMI) in Q4 2018, closing a stake of 100 shares — an estimated $13K sold.

Kiley Juergens Wealth Management first reported a position in VMI in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q4 2017. 233 funds tracked by Wall St. Rank hold VMI as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Valmont Industries position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 100 Valmont Industries shares in Q4 2018, an estimated $13K.
  • Kiley Juergens Wealth Management first reported a position in Valmont Industries in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Valmont Industries position peaked at $16K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.