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Regal Investment Advisors’s Valmont Industries VMI Stock Holding History

Regal Investment 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
2014
Q4 		– Sell
-200
Closed -$27K – 1004
2014
Q3 		$27K Hold
200
– – 0.01% 506
2014
Q2 		$30K Hold
200
– – 0.01% 478
2014
Q1 		$30K Hold
200
– – 0.01% 437
2013
Q4 		$30K Hold
200
– – 0.02% 378
2013
Q3 		$28K Hold
200
– – 0.02% 411
2013
Q2 		$29K Buy
+200
New +$29.3K 0.02% 380

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regal Investment Advisors's VMI Position: Q4 2014 in Review

Regal Investment Advisors sold out of Valmont Industries (VMI) in Q4 2014, closing a stake of 200 shares — an estimated $27K sold.

Regal Investment Advisors first reported a position in VMI in Q2 2013 and held it in 6 quarters. The position peaked at $30K in Q2 2014. 262 funds tracked by Wall St. Rank hold VMI as of Q4 2014.

  • Regal Investment Advisors reported no remaining Valmont Industries position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Valmont Industries shares in Q4 2014, an estimated $27K.
  • Regal Investment Advisors first reported a position in Valmont Industries in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Valmont Industries position peaked at $30K in Q2 2014.
  • 262 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.