VFA
MLR icon

Valeo Financial Advisors’s Miller Industries MLR Stock Holding History

Valeo Financial Advisors’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,000
Closed -$75K – 1704
2018
Q1 		$75K Sell
3,000
-7,000
-70% -$177K 0.01% 414
2017
Q4 		$258K Sell
10,000
-1,000
-9% -$27.1K 0.04% 210
2017
Q3 		$307K Buy
+11,000
New +$279K 0.07% 167

Other funds holding MLR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Valeo Financial Advisors's MLR Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Miller Industries (MLR) in Q2 2018, closing a stake of 3,000 shares — an estimated $75K sold.

Valeo Financial Advisors first reported a position in MLR in Q3 2017 and held it in 3 quarters. The position peaked at $307K in Q3 2017. 85 funds tracked by Wall St. Rank hold MLR as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Miller Industries position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,000 Miller Industries shares in Q2 2018, an estimated $75K.
  • Valeo Financial Advisors first reported a position in Miller Industries in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Miller Industries position peaked at $307K in Q3 2017.
  • 85 funds tracked by Wall St. Rank held Miller Industries as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.