OIA
VATE icon

OneDigital Investment Advisors’s INNOVATE Corp VATE Stock Holding History

OneDigital Investment Advisors’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$12K – 1169
2017
Q2 		$12K Buy
+200
New +$11.5K ﹤0.01% 907

Other funds holding VATE

JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
SPH
Steel Partners Holdings New York $96.4M AUM

OneDigital Investment Advisors's VATE Position: Q3 2017 in Review

OneDigital Investment Advisors sold out of INNOVATE Corp (VATE) in Q3 2017, closing a stake of 200 shares — an estimated $12K sold.

OneDigital Investment Advisors first reported a position in VATE in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 74 funds tracked by Wall St. Rank hold VATE as of Q3 2017.

  • OneDigital Investment Advisors reported no remaining INNOVATE Corp position as of Q3 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 200 INNOVATE Corp shares in Q3 2017, an estimated $12K.
  • OneDigital Investment Advisors first reported a position in INNOVATE Corp in Q2 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's INNOVATE Corp position peaked at $12K in Q2 2017.
  • 74 funds tracked by Wall St. Rank held INNOVATE Corp as of Q3 2017.

Based on OneDigital Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.