VFA
MRC

Valeo Financial Advisors’s MRC Global MRC Stock Holding History

Valeo Financial Advisors’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-37
Closed – – 1950
2020
Q2 		$0 Hold
37
– – ﹤0.01% 2123
2020
Q1 		$0 Hold
37
– – ﹤0.01% 1876
2019
Q4 		$1K Buy
37
+1
+3% +$13 ﹤0.01% 1552
2019
Q3 		$0 Hold
36
– – ﹤0.01% 1632
2019
Q2 		$1K Hold
36
– – ﹤0.01% 1478
2019
Q1 		$1K Buy
+36
New +$587 ﹤0.01% 1465
2018
Q4 		– Sell
-35
Closed -$1K – 1636
2018
Q3 		$1K Hold
35
– – ﹤0.01% 1646
2018
Q2 		$1K Hold
35
– – ﹤0.01% 1484
2018
Q1 		$1K Hold
35
– – ﹤0.01% 1444
2017
Q4 		$1K Buy
35
+10
+40% +$165 ﹤0.01% 1294
2017
Q3 		$0 Buy
+25
New +$410 ﹤0.01% 1206

Other funds holding MRC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return