Meristem Family Wealth’s Valmont Industries VMI Stock Holding History

Meristem Family Wealth’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
2016 Q4	–	Sell	-4,000	Closed	-$538K	–	123
2016 Q3	$538K	Hold	4,000	–	–	0.23%	58
2016 Q2	$541K	Hold	4,000	–	–	0.24%	55
2016 Q1	$495K	Hold	4,000	–	–	0.22%	59
2015 Q4	$424K	Buy	+4,000	New	+$434K	0.17%	70
2015 Q3	–	Sell	-4,000	Closed	-$475K	–	100
2015 Q2	$475K	Sell	4,000 -1,200	-23%	-$148K	0.21%	60
2015 Q1	$639K	Hold	5,200	–	–	0.27%	56
2014 Q4	$660K	Sell	5,200 -800	-13%	-$107K	0.24%	56
2014 Q3	$810K	Hold	6,000	–	–	0.35%	41
2014 Q2	$912K	Sell	6,000 -2,000	-25%	-$308K	0.38%	40
2014 Q1	$1.19M	Hold	8,000	–	–	0.52%	33
2013 Q4	$1.19M	Hold	8,000	–	–	0.49%	36
2013 Q3	$1.11M	Sell	8,000 -2,000	-20%	-$286K	0.51%	35
2013 Q2	$1.43M	Buy	+10,000	New	+$1.47M	0.66%	25

Other funds holding VMI

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Meristem Family Wealth's VMI Position: Q4 2016 in Review

Meristem Family Wealth sold out of Valmont Industries (VMI) in Q4 2016, closing a stake of 4,000 shares — an estimated $538K sold.

Meristem Family Wealth first reported a position in VMI in Q2 2013 and held it in 13 quarters. The position peaked at $1.43M in Q2 2013. 256 funds tracked by Wall St. Rank hold VMI as of Q4 2016.

Meristem Family Wealth reported no remaining Valmont Industries position as of Q4 2016 after selling out during the quarter.
Meristem Family Wealth sold 4,000 Valmont Industries shares in Q4 2016, an estimated $538K.
Meristem Family Wealth first reported a position in Valmont Industries in Q2 2013 and held it in 13 quarters.
Meristem Family Wealth's Valmont Industries position peaked at $1.43M in Q2 2013.
256 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2016.

Based on Meristem Family Wealth's 13F filing for Q4 2016, filed 2 Feb 2017.