Valeo Financial Advisors’s JBG SMITH JBGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-14	Closed	–	–	1687
2018 Q1	$0	Hold	14	–	–	﹤0.01%	1573
2017 Q4	$0	Hold	14	–	–	﹤0.01%	1406
2017 Q3	$0	Buy	+14	New	+$474	﹤0.01%	1181

Other funds holding JBGS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valeo Financial Advisors's JBGS Position: Q2 2018 in Review

Valeo Financial Advisors sold out of JBG SMITH (JBGS) in Q2 2018, closing a stake of 14 shares.

Valeo Financial Advisors first reported a position in JBGS in Q3 2017 and held it in 3 quarters. The position peaked at $0 in Q1 2018. 283 funds tracked by Wall St. Rank hold JBGS as of Q2 2018.

Valeo Financial Advisors reported no remaining JBG SMITH position as of Q2 2018 after selling out during the quarter.
Valeo Financial Advisors sold 14 JBG SMITH shares in Q2 2018.
Valeo Financial Advisors first reported a position in JBG SMITH in Q3 2017 and held it in 3 quarters.
Valeo Financial Advisors's JBG SMITH position peaked at $0 in Q1 2018.
283 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.