Smith Group Asset Management’s Valmont Industries VMI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-31,373	Closed	-$4.68M	–	427
2013 Q4	$4.68M	Buy	31,373 +8,973	+40%	+$1.34M	0.18%	104
2013 Q3	$3.11M	Buy	+22,400	New	+$3.11M	0.13%	133