Valeo Financial Advisors’s Dun & Bradstreet DNB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-5	Closed	-$1K	–	1683
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	1455
2018 Q3	$1K	Buy	+5	New	+$680	﹤0.01%	1752
2018 Q2	–	Sell	-67	Closed	-$8K	–	1815
2018 Q1	$8K	Sell	67 -54	-45%	-$6.57K	﹤0.01%	1008
2017 Q4	$14K	Buy	121 +54	+81%	+$6.41K	﹤0.01%	762
2017 Q3	$8K	Buy	+67	New	+$7.44K	﹤0.01%	776

Other funds holding DNB

IUHSA

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

Valeo Financial Advisors sold out of Dun & Bradstreet (DNB) in Q1 2019, closing a stake of 5 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in DNB in Q3 2017 and held it in 5 quarters. The position peaked at $14K in Q4 2017. 1 fund tracked by Wall St. Rank holds DNB as of Q1 2019.

Valeo Financial Advisors reported no remaining Dun & Bradstreet position as of Q1 2019 after selling out during the quarter.
Valeo Financial Advisors sold 5 Dun & Bradstreet shares in Q1 2019, an estimated $1K.
Valeo Financial Advisors first reported a position in Dun & Bradstreet in Q3 2017 and held it in 5 quarters.
Valeo Financial Advisors's Dun & Bradstreet position peaked at $14K in Q4 2017.
1 fund tracked by Wall St. Rank held Dun & Bradstreet as of Q1 2019.

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