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Valeo Financial Advisors’s St. Joe Company JOE Stock Holding History

Valeo Financial Advisors’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-500
Closed -$7K – 1596
2018
Q4 		$7K Hold
500
– – ﹤0.01% 979
2018
Q3 		$8K Hold
500
– – ﹤0.01% 1042
2018
Q2 		$9K Sell
500
-13,900
-97% -$249K ﹤0.01% 971
2018
Q1 		$271K Sell
14,400
-7,500
-34% -$139K 0.04% 216
2017
Q4 		$395K Buy
21,900
+1,000
+5% +$18.5K 0.06% 174
2017
Q3 		$394K Buy
+20,900
New +$388K 0.09% 147

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Valeo Financial Advisors sold out of St. Joe Company (JOE) in Q1 2019, closing a stake of 500 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in JOE in Q3 2017 and held it in 6 quarters. The position peaked at $395K in Q4 2017. 109 funds tracked by Wall St. Rank hold JOE as of Q1 2019.

  • Valeo Financial Advisors reported no remaining St. Joe Company position as of Q1 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 500 St. Joe Company shares in Q1 2019, an estimated $7K.
  • Valeo Financial Advisors first reported a position in St. Joe Company in Q3 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's St. Joe Company position peaked at $395K in Q4 2017.
  • 109 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2019.

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