VFA
CBB

Valeo Financial Advisors’s Cincinnati Bell Inc. CBB Stock Holding History

Valeo Financial Advisors’s Portfolio CBB Stock Details CBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,854
Closed -$14K – 1691
2018
Q4 		$14K Hold
1,854
– – ﹤0.01% 807
2018
Q3 		$26K Hold
1,854
– – ﹤0.01% 698
2018
Q2 		$22K Hold
1,854
– – ﹤0.01% 744
2018
Q1 		$26K Hold
1,854
– – ﹤0.01% 653
2017
Q4 		$39K Buy
+1,854
New +$37.7K 0.01% 523

Other funds holding CBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's CBB Position: Q1 2019 in Review

Valeo Financial Advisors sold out of Cincinnati Bell Inc. (CBB) in Q1 2019, closing a stake of 1,854 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in CBB in Q4 2017 and held it in 5 quarters. The position peaked at $39K in Q4 2017. 132 funds tracked by Wall St. Rank hold CBB as of Q1 2019.

  • Valeo Financial Advisors reported no remaining Cincinnati Bell Inc. position as of Q1 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,854 Cincinnati Bell Inc. shares in Q1 2019, an estimated $14K.
  • Valeo Financial Advisors first reported a position in Cincinnati Bell Inc. in Q4 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Cincinnati Bell Inc. position peaked at $39K in Q4 2017.
  • 132 funds tracked by Wall St. Rank held Cincinnati Bell Inc. as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.