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Moneta Group Investment Advisors’s Valmont Industries VMI Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-395
Closed -$58K – 632
2018
Q1 		$58K Buy
+395
New +$61.8K 0.01% 308

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 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

Moneta Group Investment Advisors's VMI Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Valmont Industries (VMI) in Q2 2018, closing a stake of 395 shares — an estimated $58K sold.

Moneta Group Investment Advisors first reported a position in VMI in Q1 2018 and held it in 1 quarter. The position peaked at $58K in Q1 2018. 260 funds tracked by Wall St. Rank hold VMI as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Valmont Industries position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 395 Valmont Industries shares in Q2 2018, an estimated $58K.
  • Moneta Group Investment Advisors first reported a position in Valmont Industries in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Valmont Industries position peaked at $58K in Q1 2018.
  • 260 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.