Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-252,872
Closed -$28.1M 3704
2017
Q1
$28.1M Buy
252,872
+3,886
+2% +$427K 0.1% 183
2016
Q4
$25.8M Buy
248,986
+10,539
+4% +$1.09M 0.09% 185
2016
Q3
$25.3M Buy
238,447
+6,358
+3% +$676K 0.09% 184
2016
Q2
$25.1M Sell
232,089
-2,325
-1% -$250K 0.1% 182
2016
Q1
$25.1M Buy
234,414
+10,954
+5% +$904K 0.1% 180
2015
Q4
$18.5M Buy
223,460
+12,134
+6% +$983K 0.07% 219
2015
Q3
$15.2M Buy
211,326
+2,842
+1% +$223K 0.06% 248
2015
Q2
$17.1M Buy
208,484
+3,370
+2% +$282K 0.07% 241
2015
Q1
$17.2M Sell
205,114
-763
-0.4% -$65.7K 0.07% 242
2014
Q4
$17.8M Buy
205,877
+5,069
+3% +$416K 0.07% 230
2014
Q3
$15.9M Buy
200,808
+30
+0% +$2.35K 0.06% 237
2014
Q2
$15.3M Sell
200,778
-2,328
-1% -$172K 0.06% 245
2014
Q1
$14.6M Sell
203,106
-5,530,749
-96% -$401M 0.06% 244
2013
Q4
$409M Sell
5,733,855
-11,358
-0.2% -$787K 1.66% 8
2013
Q3
$364M Sell
5,745,213
-2,700
-0% -$177K 1.61% 9
2013
Q2
$372M Buy
+5,747,913
New +$383M 1.7% 8

Other funds holding VAL