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United Capital Financial Advisors’s Valmont Industries VMI Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-1,594
Closed -$215K – 1193
2014
Q3 		$215K Sell
1,594
-9,149
-85% -$1.31M ﹤0.01% 1030
2014
Q2 		$1.63M Buy
10,743
+1,072
+11% +$165K 0.03% 454
2014
Q1 		$1.44M Buy
9,671
+7,930
+455% +$1.17M 0.03% 414
2013
Q4 		$260K Buy
+1,741
New +$246K 0.01% 557

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's VMI Position: Q4 2014 in Review

United Capital Financial Advisors sold out of Valmont Industries (VMI) in Q4 2014, closing a stake of 1,594 shares — an estimated $215K sold.

United Capital Financial Advisors first reported a position in VMI in Q4 2013 and held it in 4 quarters. The position peaked at $1.63M in Q2 2014. 262 funds tracked by Wall St. Rank hold VMI as of Q4 2014.

  • United Capital Financial Advisors reported no remaining Valmont Industries position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,594 Valmont Industries shares in Q4 2014, an estimated $215K.
  • United Capital Financial Advisors first reported a position in Valmont Industries in Q4 2013 and held it in 4 quarters.
  • United Capital Financial Advisors's Valmont Industries position peaked at $1.63M in Q2 2014.
  • 262 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.