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Partnervest Advisory Services’s Valmont Industries VMI Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-1,003
Closed -$152K – 775
2014
Q2 		$152K Buy
1,003
+60
+6% +$9.23K 0.07% 185
2014
Q1 		$145K Buy
+943
New +$139K 0.06% 180

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Partnervest Advisory Services's VMI Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Valmont Industries (VMI) in Q3 2014, closing a stake of 1,003 shares — an estimated $152K sold.

Partnervest Advisory Services first reported a position in VMI in Q1 2014 and held it in 2 quarters. The position peaked at $152K in Q2 2014. 259 funds tracked by Wall St. Rank hold VMI as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Valmont Industries position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,003 Valmont Industries shares in Q3 2014, an estimated $152K.
  • Partnervest Advisory Services first reported a position in Valmont Industries in Q1 2014 and held it in 2 quarters.
  • Partnervest Advisory Services's Valmont Industries position peaked at $152K in Q2 2014.
  • 259 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.