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Northwest Wealth Management’s Valmont Industries VMI Stock Holding History

Northwest 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
2019
Q2 		– Sell
-117
Closed -$15K – 460
2019
Q1 		$15K Hold
117
– – 0.01% 313
2018
Q4 		$13K Sell
117
-5
-4% -$623 0.01% 311
2018
Q3 		$17K Sell
122
-300
-71% -$42.2K 0.01% 312
2018
Q2 		$64K Hold
422
– – 0.05% 198
2018
Q1 		$62K Buy
+422
New +$66K 0.05% 198

Other funds holding VMI

AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northwest Wealth Management's VMI Position: Q2 2019 in Review

Northwest Wealth Management sold out of Valmont Industries (VMI) in Q2 2019, closing a stake of 117 shares — an estimated $15K sold.

Northwest Wealth Management first reported a position in VMI in Q1 2018 and held it in 5 quarters. The position peaked at $64K in Q2 2018. 250 funds tracked by Wall St. Rank hold VMI as of Q2 2019.

  • Northwest Wealth Management reported no remaining Valmont Industries position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 117 Valmont Industries shares in Q2 2019, an estimated $15K.
  • Northwest Wealth Management first reported a position in Valmont Industries in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Valmont Industries position peaked at $64K in Q2 2018.
  • 250 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.