Valeo Financial Advisors’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-29	Closed	-$1K	–	1679
2018 Q4	$1K	Sell	29 -5	-15%	-$152	﹤0.01%	1454
2018 Q3	$1K	Hold	34	–	–	﹤0.01%	1751
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	1582
2018 Q1	$1K	Buy	34 +2	+6%	+$71	﹤0.01%	1514
2017 Q4	$1K	Buy	32 +1	+3%	+$31	﹤0.01%	1369
2017 Q3	$1K	Buy	+31	New	+$768	﹤0.01%	1164

Other funds holding MB

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Valeo Financial Advisors sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q1 2019, closing a stake of 29 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in MB in Q3 2017 and held it in 6 quarters. The position peaked at $1K in Q4 2018. 1 fund tracked by Wall St. Rank holds MB as of Q1 2019.

Valeo Financial Advisors reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q1 2019 after selling out during the quarter.
Valeo Financial Advisors sold 29 MINDBODY, Inc. Class A Common Stock shares in Q1 2019, an estimated $1K.
Valeo Financial Advisors first reported a position in MINDBODY, Inc. Class A Common Stock in Q3 2017 and held it in 6 quarters.
Valeo Financial Advisors's MINDBODY, Inc. Class A Common Stock position peaked at $1K in Q4 2018.
1 fund tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q1 2019.

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