VFA
EFII

Valeo Financial Advisors’s Electronics for Imaging EFII Stock Holding History

Valeo Financial Advisors’s Portfolio EFII Stock Details EFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-71
Closed -$2K – 1893
2018
Q3 		$2K Sell
71
-394
-85% -$13.4K ﹤0.01% 1562
2018
Q2 		$15K Hold
465
– – ﹤0.01% 855
2018
Q1 		$13K Buy
+465
New +$13.3K ﹤0.01% 870

Other funds holding EFII

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Electronics for Imaging (EFII) in Q4 2018, closing a stake of 71 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in EFII in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 164 funds tracked by Wall St. Rank hold EFII as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Electronics for Imaging position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 71 Electronics for Imaging shares in Q4 2018, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Electronics for Imaging in Q1 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Electronics for Imaging position peaked at $15K in Q2 2018.
  • 164 funds tracked by Wall St. Rank held Electronics for Imaging as of Q4 2018.

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