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Northwest Wealth Management’s Vulcan Materials VMC Stock Holding History

Northwest Wealth Management’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-18
Closed -$2K – 550
2018
Q4 		$2K Hold
18
– – ﹤0.01% 472
2018
Q3 		$2K Hold
18
– – ﹤0.01% 488
2018
Q2 		$2K Hold
18
– – ﹤0.01% 477
2018
Q1 		$2K Buy
+18
New +$2.27K ﹤0.01% 491

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest Wealth Management's VMC Position: Q1 2019 in Review

Northwest Wealth Management sold out of Vulcan Materials (VMC) in Q1 2019, closing a stake of 18 shares — an estimated $2K sold.

Northwest Wealth Management first reported a position in VMC in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q4 2018. 591 funds tracked by Wall St. Rank hold VMC as of Q1 2019.

  • Northwest Wealth Management reported no remaining Vulcan Materials position as of Q1 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 18 Vulcan Materials shares in Q1 2019, an estimated $2K.
  • Northwest Wealth Management first reported a position in Vulcan Materials in Q1 2018 and held it in 4 quarters.
  • Northwest Wealth Management's Vulcan Materials position peaked at $2K in Q4 2018.
  • 591 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2019.

Based on Northwest Wealth Management's 13F filing for Q1 2019, filed 12 Apr 2019.