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Rational Advisors’s Valmont Industries VMI Stock Holding History

Rational Advisors’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
2013
Q4 		$1.04M Sell
6,993
-120
-2% -$16.9K 0.09% 282
2013
Q3 		$988K Buy
7,113
+25
+0.4% +$3.57K 0.08% 319
2013
Q2 		$1.01M Buy
+7,088
New +$1.04M 0.09% 313

Other funds holding VMI

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rational Advisors's VMI Position: Q4 2013 in Review

Rational Advisors reduced its Valmont Industries (VMI) stake by 1.7% in Q4 2013, selling an estimated $16.9K and leaving 6,993 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #282.

Rational Advisors first reported a position in VMI in Q2 2013 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold VMI as of Q4 2013.

  • Rational Advisors held 6,993 shares of Valmont Industries worth $1.04M as of Q4 2013.
  • Rational Advisors sold 120 Valmont Industries shares in Q4 2013, an estimated $16.9K.
  • Valmont Industries made up 0.09% of Rational Advisors's portfolio in Q4 2013, its #282 holding.
  • Rational Advisors first reported a position in Valmont Industries in Q2 2013 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.