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 – – 1937
2020
Q2 		$0 Hold
37
– – ﹤0.01% 2107
2020
Q1 		$0 Hold
37
– – ﹤0.01% 1868
2019
Q4 		$1K Buy
37
+1
+3% +$13 ﹤0.01% 1552
2019
Q3 		$0 Hold
36
– – ﹤0.01% 1630
2019
Q2 		$1K Hold
36
– – ﹤0.01% 1478
2019
Q1 		$1K Buy
+36
New +$587 ﹤0.01% 1465
2018
Q4 		– Sell
-35
Closed -$1K – 1634
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% 1183

Other funds holding MRC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Valeo Financial Advisors's MRC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of MRC Global (MRC) in Q3 2020, closing a stake of 37 shares.

Valeo Financial Advisors first reported a position in MRC in Q3 2017 and held it in 11 quarters. The position peaked at $1K in Q4 2019. 145 funds tracked by Wall St. Rank hold MRC as of Q3 2020.

  • Valeo Financial Advisors reported no remaining MRC Global position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 37 MRC Global shares in Q3 2020.
  • Valeo Financial Advisors first reported a position in MRC Global in Q3 2017 and held it in 11 quarters.
  • Valeo Financial Advisors's MRC Global position peaked at $1K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held MRC Global as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.