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UBS’s Valmont Industries VMI Stock Holding History

UBS’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
Q3 		$4.42M Sell
32,767
-1,470
-4% -$211K ﹤0.01% 2148
2014
Q2 		$5.2M Sell
34,237
-8,557
-20% -$1.32M ﹤0.01% 1927
2014
Q1 		$6.37M Buy
42,794
+1,446
+3% +$214K 0.01% 1629
2013
Q4 		$6.17M Buy
41,348
+4,035
+11% +$570K 0.01% 1673
2013
Q3 		$5.18M Sell
37,313
-166
-0.4% -$23.7K 0.01% 1672
2013
Q2 		$5.36M Buy
+37,479
New +$5.49M 0.01% 1551

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS's VMI Position: Q3 2014 in Review

UBS reduced its Valmont Industries (VMI) stake by 4.3% in Q3 2014, selling an estimated $211K and leaving 32,767 shares worth $4.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

UBS first reported a position in VMI in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.37M in Q1 2014. 259 funds tracked by Wall St. Rank hold VMI as of Q3 2014.

  • UBS held 32,767 shares of Valmont Industries worth $4.42M as of Q3 2014.
  • UBS sold 1,470 Valmont Industries shares in Q3 2014, an estimated $211K.
  • Valmont Industries made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2148 holding.
  • UBS first reported a position in Valmont Industries in Q2 2013 and has held it in 6 quarters since.
  • UBS's Valmont Industries position peaked at $6.37M in Q1 2014.
  • 259 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.