VFA
ATH

Valeo Financial Advisors’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Valeo Financial Advisors’s Portfolio ATH Stock Details ATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12
Closed -$540 – 1813
2018
Q3 		$1K Hold
12
– – ﹤0.01% 1722
2018
Q2 		$1K Hold
12
– – ﹤0.01% 1553
2018
Q1 		$1K Hold
12
– – ﹤0.01% 1497
2017
Q4 		$1K Buy
+12
New +$614 ﹤0.01% 1347

Other funds holding ATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q4 2018, closing a stake of 12 shares — an estimated $540 sold.

Valeo Financial Advisors first reported a position in ATH in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 292 funds tracked by Wall St. Rank hold ATH as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 12 Athene Holding Ltd. Class A Common Shares shares in Q4 2018, an estimated $540.
  • Valeo Financial Advisors first reported a position in Athene Holding Ltd. Class A Common Shares in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's Athene Holding Ltd. Class A Common Shares position peaked at $1K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q4 2018.

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