VFA
ICCH

Valeo Financial Advisors’s ICC Holdings, Inc. ICCH Stock Holding History

Valeo Financial Advisors’s Portfolio ICCH Stock Details ICCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$15K – 1882
2018
Q2 		$15K Hold
1,000
– – ﹤0.01% 848
2018
Q1 		$16K Hold
1,000
– – ﹤0.01% 802
2017
Q4 		$16K Buy
+1,000
New +$16.6K ﹤0.01% 727

Other funds holding ICCH

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Valeo Financial Advisors's ICCH Position: Q3 2018 in Review

Valeo Financial Advisors sold out of ICC Holdings, Inc. (ICCH) in Q3 2018, closing a stake of 1,000 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in ICCH in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q1 2018. 11 funds tracked by Wall St. Rank hold ICCH as of Q3 2018.

  • Valeo Financial Advisors reported no remaining ICC Holdings, Inc. position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,000 ICC Holdings, Inc. shares in Q3 2018, an estimated $15K.
  • Valeo Financial Advisors first reported a position in ICC Holdings, Inc. in Q4 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's ICC Holdings, Inc. position peaked at $16K in Q1 2018.
  • 11 funds tracked by Wall St. Rank held ICC Holdings, Inc. as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.