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Mount Yale Investment Advisors’s Valmont Industries VMI Stock Holding History

Mount Yale 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
Q4 		– Sell
-191
Closed -$25K – 773
2018
Q3 		$25K Buy
191
+147
+334% +$20.7K ﹤0.01% 737
2018
Q2 		$7K Sell
44
-902
-95% -$132K ﹤0.01% 889
2018
Q1 		$138K Buy
+946
New +$148K 0.03% 364

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

Mount Yale Investment Advisors's VMI Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Valmont Industries (VMI) in Q4 2018, closing a stake of 191 shares — an estimated $25K sold.

Mount Yale Investment Advisors first reported a position in VMI in Q1 2018 and held it in 3 quarters. The position peaked at $138K in Q1 2018. 233 funds tracked by Wall St. Rank hold VMI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Valmont Industries position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 191 Valmont Industries shares in Q4 2018, an estimated $25K.
  • Mount Yale Investment Advisors first reported a position in Valmont Industries in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Valmont Industries position peaked at $138K in Q1 2018.
  • 233 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.