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Pacific Financial Group’s Valmont Industries VMI Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-100
Closed -$13K – 188
2014
Q4 		$13K Buy
+100
New +$13.3K ﹤0.01% 142

Other funds holding VMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Pacific Financial Group's VMI Position: Q1 2015 in Review

Pacific Financial Group sold out of Valmont Industries (VMI) in Q1 2015, closing a stake of 100 shares — an estimated $13K sold.

Pacific Financial Group first reported a position in VMI in Q4 2014 and held it in 1 quarter. The position peaked at $13K in Q4 2014. 253 funds tracked by Wall St. Rank hold VMI as of Q1 2015.

  • Pacific Financial Group reported no remaining Valmont Industries position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 100 Valmont Industries shares in Q1 2015, an estimated $13K.
  • Pacific Financial Group first reported a position in Valmont Industries in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Valmont Industries position peaked at $13K in Q4 2014.
  • 253 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.