TradeWorx’s Valmont Industries VMI Stock Holding History

TradeWorx’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	–	Sell	-2,111	Closed	-$293K	–	613
2013 Q3	$293K	Buy	+2,111	New	+$302K	0.13%	273

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TradeWorx's VMI Position: Q4 2013 in Review

TradeWorx sold out of Valmont Industries (VMI) in Q4 2013, closing a stake of 2,111 shares — an estimated $293K sold.

TradeWorx first reported a position in VMI in Q3 2013 and held it in 1 quarter. The position peaked at $293K in Q3 2013. 291 funds tracked by Wall St. Rank hold VMI as of Q4 2013.

TradeWorx reported no remaining Valmont Industries position as of Q4 2013 after selling out during the quarter.
TradeWorx sold 2,111 Valmont Industries shares in Q4 2013, an estimated $293K.
TradeWorx first reported a position in Valmont Industries in Q3 2013 and held it in 1 quarter.
TradeWorx's Valmont Industries position peaked at $293K in Q3 2013.
291 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2013.

Based on TradeWorx's 13F filing for Q4 2013, filed 18 Feb 2014.