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Valeo Financial Advisors’s Cibus CBUS Stock Holding History

Valeo Financial Advisors’s Portfolio CBUS Stock Details CBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5
Closed -$4K – 1566
2019
Q1 		$4K Hold
5
– – ﹤0.01% 1221
2018
Q4 		$3K Hold
5
– – ﹤0.01% 1193
2018
Q3 		$3K Buy
+5
New +$4.29K ﹤0.01% 1328

Other funds holding CBUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CHCM
Columbus Hill Capital Management Short Hills, New Jersey $673M AUM 24.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's CBUS Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Cibus (CBUS) in Q2 2019, closing a stake of 5 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in CBUS in Q3 2018 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 52 funds tracked by Wall St. Rank hold CBUS as of Q2 2019.

  • Valeo Financial Advisors reported no remaining Cibus position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 5 Cibus shares in Q2 2019, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Cibus in Q3 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Cibus position peaked at $4K in Q1 2019.
  • 52 funds tracked by Wall St. Rank held Cibus as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.