VFA
LEVL

Valeo Financial Advisors’s Level One Bancorp, Inc. Common Stock LEVL Stock Holding History

Valeo Financial Advisors’s Portfolio LEVL Stock Details LEVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-593
Closed -$16K – 1907
2018
Q2 		$16K Buy
+593
New +$16.8K ﹤0.01% 837

Other funds holding LEVL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Level One Bancorp, Inc. Common Stock (LEVL) in Q3 2018, closing a stake of 593 shares — an estimated $16K sold.

Valeo Financial Advisors first reported a position in LEVL in Q2 2018 and held it in 1 quarter. The position peaked at $16K in Q2 2018. 47 funds tracked by Wall St. Rank hold LEVL as of Q3 2018.

  • Valeo Financial Advisors reported no remaining Level One Bancorp, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 593 Level One Bancorp, Inc. Common Stock shares in Q3 2018, an estimated $16K.
  • Valeo Financial Advisors first reported a position in Level One Bancorp, Inc. Common Stock in Q2 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Level One Bancorp, Inc. Common Stock position peaked at $16K in Q2 2018.
  • 47 funds tracked by Wall St. Rank held Level One Bancorp, Inc. Common Stock as of Q3 2018.

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