Merriman Wealth Management’s Valmont Industries VMI Stock Holding History

Merriman 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
2021 Q1	–	Sell	-30,025	Closed	-$5.25M	–	216
2020 Q4	$5.25M	Buy	+30,025	New	+$4.68M	0.56%	42
2020 Q2	–	Sell	-30,025	Closed	-$3.18M	–	194
2020 Q1	$3.18M	Buy	30,025 +20,025	+200%	+$2.6M	0.69%	25
2019 Q4	$1.5M	Hold	10,000	–	–	0.29%	65
2019 Q3	$1.38M	Hold	10,000	–	–	0.28%	68
2019 Q2	$12.8K	Hold	10,000	–	–	0.25%	76
2019 Q1	$1.3M	Hold	10,000	–	–	0.25%	80
2018 Q4	$1.12M	Hold	10,000	–	–	0.24%	53
2018 Q3	$1.39M	Hold	10,000	–	–	0.3%	59
2018 Q2	$1.51M	Hold	10,000	–	–	0.34%	50
2018 Q1	$1.46M	Hold	10,000	–	–	0.39%	59
2017 Q4	$1.66M	Hold	10,000	–	–	0.4%	56
2017 Q3	$1.58M	Hold	10,000	–	–	0.38%	61
2017 Q2	$1.5M	Hold	10,000	–	–	0.42%	52
2017 Q1	$1.55M	Hold	10,000	–	–	0.38%	59
2016 Q4	$1.41M	Buy	+10,000	New	+$1.39M	0.39%	56

Other funds holding VMI

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Merriman Wealth Management's VMI Position: Q1 2021 in Review

Merriman Wealth Management sold out of Valmont Industries (VMI) in Q1 2021, closing a stake of 30,025 shares — an estimated $5.25M sold.

Merriman Wealth Management first reported a position in VMI in Q4 2016 and held it in 15 quarters. The position peaked at $5.25M in Q4 2020. 301 funds tracked by Wall St. Rank hold VMI as of Q1 2021.

Merriman Wealth Management reported no remaining Valmont Industries position as of Q1 2021 after selling out during the quarter.
Merriman Wealth Management sold 30,025 Valmont Industries shares in Q1 2021, an estimated $5.25M.
Merriman Wealth Management first reported a position in Valmont Industries in Q4 2016 and held it in 15 quarters.
Merriman Wealth Management's Valmont Industries position peaked at $5.25M in Q4 2020.
301 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2021.

Based on Merriman Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.