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Omnia Family Wealth’s Vulcan Materials VMC Stock Holding History

Omnia Family Wealth’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
2017
Q3 		– Sell
-22
Closed -$3K – 690
2017
Q2 		$3K Hold
22
– – ﹤0.01% 538
2017
Q1 		$3K Hold
22
– – ﹤0.01% 535
2016
Q4 		$3K Buy
+22
New +$2.66K ﹤0.01% 539

Other funds holding VMC

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Omnia Family Wealth's VMC Position: Q3 2017 in Review

Omnia Family Wealth sold out of Vulcan Materials (VMC) in Q3 2017, closing a stake of 22 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in VMC in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 545 funds tracked by Wall St. Rank hold VMC as of Q3 2017.

  • Omnia Family Wealth reported no remaining Vulcan Materials position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 22 Vulcan Materials shares in Q3 2017, an estimated $3K.
  • Omnia Family Wealth first reported a position in Vulcan Materials in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's Vulcan Materials position peaked at $3K in Q2 2017.
  • 545 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.