Valeo Financial Advisors’s Douglas Emmett DEI Stock Holding History

Valeo Financial Advisors’s Portfolio DEI Stock Details DEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12	Closed	-$431	–	1541
2018 Q3	$0	Hold	12	–	–	﹤0.01%	1797
2018 Q2	$0	Hold	12	–	–	﹤0.01%	1641
2018 Q1	$0	Hold	12	–	–	﹤0.01%	1550
2017 Q4	$0	Buy	+12	New	+$484	﹤0.01%	1391

Other funds holding DEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Douglas Emmett (DEI) in Q4 2018, closing a stake of 12 shares — an estimated $431 sold.

Valeo Financial Advisors first reported a position in DEI in Q4 2017 and held it in 4 quarters. The position peaked at $0 in Q3 2018. 247 funds tracked by Wall St. Rank hold DEI as of Q4 2018.

Valeo Financial Advisors reported no remaining Douglas Emmett position as of Q4 2018 after selling out during the quarter.
Valeo Financial Advisors sold 12 Douglas Emmett shares in Q4 2018, an estimated $431.
Valeo Financial Advisors first reported a position in Douglas Emmett in Q4 2017 and held it in 4 quarters.
Valeo Financial Advisors's Douglas Emmett position peaked at $0 in Q3 2018.
247 funds tracked by Wall St. Rank held Douglas Emmett as of Q4 2018.

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