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Valeo Financial Advisors’s Dorian LPG LPG Stock Holding History

Valeo Financial Advisors’s Portfolio LPG Stock Details LPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-108
Closed -$1K – 1619
2018
Q3 		$1K Hold
108
– – ﹤0.01% 1641
2018
Q2 		$1K Buy
+108
New +$834 ﹤0.01% 1478

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RA
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BlackRock
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OC
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
USAA
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PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Valeo Financial Advisors's LPG Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Dorian LPG (LPG) in Q4 2018, closing a stake of 108 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in LPG in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 78 funds tracked by Wall St. Rank hold LPG as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Dorian LPG position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 108 Dorian LPG shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Dorian LPG in Q2 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Dorian LPG position peaked at $1K in Q3 2018.
  • 78 funds tracked by Wall St. Rank held Dorian LPG as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.