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Valeo Financial Advisors’s Ardmore Shipping ASC Stock Holding History

Valeo Financial Advisors’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-107
Closed -$1K – 1480
2018
Q3 		$1K Hold
107
– – ﹤0.01% 1579
2018
Q2 		$1K Buy
+107
New +$858 ﹤0.01% 1423

Other funds holding ASC

Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

Valeo Financial Advisors's ASC Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Ardmore Shipping (ASC) in Q4 2018, closing a stake of 107 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in ASC in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 80 funds tracked by Wall St. Rank hold ASC as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Ardmore Shipping position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 107 Ardmore Shipping shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Ardmore Shipping in Q2 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Ardmore Shipping position peaked at $1K in Q3 2018.
  • 80 funds tracked by Wall St. Rank held Ardmore Shipping as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.