VFA
CBM

Valeo Financial Advisors’s Cambrex Corporation CBM Stock Holding History

Valeo Financial Advisors’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-18
Closed -$1K – 1730
2019
Q2 		$1K Hold
18
– – ﹤0.01% 1531
2019
Q1 		$1K Buy
+18
New +$737 ﹤0.01% 1529
2018
Q4 		– Sell
-17
Closed -$1K – 1847
2018
Q3 		$1K Hold
17
– – ﹤0.01% 1744
2018
Q2 		$1K Sell
17
-85
-83% -$4.24K ﹤0.01% 1573
2018
Q1 		$5K Buy
102
+86
+538% +$4.6K ﹤0.01% 1169
2017
Q4 		$1K Hold
16
– – ﹤0.01% 1362
2017
Q3 		$1K Buy
+16
New +$881 ﹤0.01% 1159

Other funds holding CBM

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Valeo Financial Advisors's CBM Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Cambrex Corporation (CBM) in Q3 2019, closing a stake of 18 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in CBM in Q3 2017 and held it in 7 quarters. The position peaked at $5K in Q1 2018. 201 funds tracked by Wall St. Rank hold CBM as of Q3 2019.

  • Valeo Financial Advisors reported no remaining Cambrex Corporation position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 18 Cambrex Corporation shares in Q3 2019, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Cambrex Corporation in Q3 2017 and held it in 7 quarters.
  • Valeo Financial Advisors's Cambrex Corporation position peaked at $5K in Q1 2018.
  • 201 funds tracked by Wall St. Rank held Cambrex Corporation as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.