TSWM
VAL

Triangle Securities Wealth Management’s Valspar VAL Stock Holding History

Triangle Securities Wealth Management’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,211
Closed -$245K – 133
2017
Q1 		$245K Hold
2,211
– – 0.16% 119
2016
Q4 		$229K Sell
2,211
-58
-3% -$5.98K 0.15% 117
2016
Q3 		$241K Sell
2,269
-35
-2% -$3.72K 0.17% 111
2016
Q2 		$249K Hold
2,304
– – 0.19% 109
2016
Q1 		$247K Buy
+2,304
New +$190K 0.16% 120
2015
Q2 		– Sell
-2,387
Closed -$201K – 140
2015
Q1 		$201K Buy
2,387
+10
+0.4% +$860 0.14% 137
2014
Q4 		$206K Buy
+2,377
New +$195K 0.15% 133
2013
Q3 		– Sell
-2,395
Closed -$155K – 444
2013
Q2 		$155K Buy
+2,395
New +$159K 0.11% 136

Other funds holding VAL

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Triangle Securities Wealth Management's VAL Position: Q2 2017 in Review

Triangle Securities Wealth Management sold out of Valspar (VAL) in Q2 2017, closing a stake of 2,211 shares — an estimated $245K sold.

Triangle Securities Wealth Management first reported a position in VAL in Q2 2013 and held it in 8 quarters. The position peaked at $249K in Q2 2016. 4 funds tracked by Wall St. Rank hold VAL as of Q2 2017.

  • Triangle Securities Wealth Management reported no remaining Valspar position as of Q2 2017 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,211 Valspar shares in Q2 2017, an estimated $245K.
  • Triangle Securities Wealth Management first reported a position in Valspar in Q2 2013 and held it in 8 quarters.
  • Triangle Securities Wealth Management's Valspar position peaked at $249K in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Valspar as of Q2 2017.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2017, filed 6 Jul 2017.