Valeo Financial Advisors’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-200	Closed	-$4K	–	1581
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	1137
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	1267
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	1193
2018 Q1	$4K	Hold	200	–	–	﹤0.01%	1193
2017 Q4	$5K	Hold	200	–	–	﹤0.01%	1002
2017 Q3	$5K	Buy	+200	New	+$4.68K	﹤0.01%	868

Other funds holding HASI

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q1 2019, closing a stake of 200 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in HASI in Q3 2017 and held it in 6 quarters. The position peaked at $5K in Q4 2017. 204 funds tracked by Wall St. Rank hold HASI as of Q1 2019.

Valeo Financial Advisors reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q1 2019 after selling out during the quarter.
Valeo Financial Advisors sold 200 Hannon Armstrong Sustainable Infrastructure Capital shares in Q1 2019, an estimated $4K.
Valeo Financial Advisors first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q3 2017 and held it in 6 quarters.
Valeo Financial Advisors's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $5K in Q4 2017.
204 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q1 2019.

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