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LBA Wealth Management’s Valmont Industries VMI Stock Holding History

LBA 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
2014
Q4 		– Sell
-28
Closed -$4K – 392
2014
Q3 		$4K Buy
+28
New +$4.02K ﹤0.01% 365

Other funds holding VMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allianz Asset Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LBA Wealth Management's VMI Position: Q4 2014 in Review

LBA Wealth Management sold out of Valmont Industries (VMI) in Q4 2014, closing a stake of 28 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in VMI in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 262 funds tracked by Wall St. Rank hold VMI as of Q4 2014.

  • LBA Wealth Management reported no remaining Valmont Industries position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 28 Valmont Industries shares in Q4 2014, an estimated $4K.
  • LBA Wealth Management first reported a position in Valmont Industries in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Valmont Industries position peaked at $4K in Q3 2014.
  • 262 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.