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Sound View Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Sound View Wealth Advisors’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$322K Buy
2,720
+215
+9% +$23.2K 0.1% 178
2018
Q4 		$247K Buy
+2,505
New +$254K 0.09% 197

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors's VMC Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Vulcan Materials (VMC) stake by 8.6% in Q1 2019, buying an estimated $23.2K and bringing the position to 2,720 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #178.

Sound View Wealth Advisors first reported a position in VMC in Q4 2018 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold VMC as of Q1 2019.

  • Sound View Wealth Advisors held 2,720 shares of Vulcan Materials worth $322K as of Q1 2019.
  • Sound View Wealth Advisors bought 215 Vulcan Materials shares in Q1 2019, an estimated $23.2K.
  • Vulcan Materials made up 0.1% of Sound View Wealth Advisors's portfolio in Q1 2019, its #178 holding.
  • Sound View Wealth Advisors first reported a position in Vulcan Materials in Q4 2018 and has held it in 2 quarters since.
  • 590 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.