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Valeo Financial Advisors’s Eagle Bancorp EGBN Stock Holding History

Valeo Financial Advisors’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15
Closed -$1K – 1554
2018
Q3 		$1K Buy
+15
New +$832 ﹤0.01% 1607
2018
Q2 		– Sell
-485
Closed -$29K – 1650
2018
Q1 		$29K Hold
485
– – ﹤0.01% 619
2017
Q4 		$28K Buy
+485
New +$31.1K ﹤0.01% 593

Other funds holding EGBN

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Eagle Bancorp (EGBN) in Q4 2018, closing a stake of 15 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in EGBN in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q1 2018. 190 funds tracked by Wall St. Rank hold EGBN as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Eagle Bancorp position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 15 Eagle Bancorp shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Eagle Bancorp in Q4 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Eagle Bancorp position peaked at $29K in Q1 2018.
  • 190 funds tracked by Wall St. Rank held Eagle Bancorp as of Q4 2018.

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