Valeo Financial Advisors’s Marcus Corp MCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-49	Closed	-$2K	–	1622
2018 Q3	$2K	Buy	+49	New	+$1.86K	﹤0.01%	1483

Other funds holding MCS

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Marcus Corp (MCS) in Q4 2018, closing a stake of 49 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in MCS in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 204 funds tracked by Wall St. Rank hold MCS as of Q4 2018.

Valeo Financial Advisors reported no remaining Marcus Corp position as of Q4 2018 after selling out during the quarter.
Valeo Financial Advisors sold 49 Marcus Corp shares in Q4 2018, an estimated $2K.
Valeo Financial Advisors first reported a position in Marcus Corp in Q3 2018 and held it in 1 quarter.
Valeo Financial Advisors's Marcus Corp position peaked at $2K in Q3 2018.
204 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2018.

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