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Valeo Financial Advisors’s NewMarket NEU Stock Holding History

Valeo Financial Advisors’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8
Closed -$3.17K – 1641
2018
Q3 		$3K Hold
8
– – ﹤0.01% 1364
2018
Q2 		$3K Hold
8
– – ﹤0.01% 1265
2018
Q1 		$3K Hold
8
– – ﹤0.01% 1263
2017
Q4 		$3K Buy
+8
New +$3.24K ﹤0.01% 1121

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Valeo Financial Advisors sold out of NewMarket (NEU) in Q4 2018, closing a stake of 8 shares — an estimated $3.17K sold.

Valeo Financial Advisors first reported a position in NEU in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 246 funds tracked by Wall St. Rank hold NEU as of Q4 2018.

  • Valeo Financial Advisors reported no remaining NewMarket position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 8 NewMarket shares in Q4 2018, an estimated $3.17K.
  • Valeo Financial Advisors first reported a position in NewMarket in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's NewMarket position peaked at $3K in Q3 2018.
  • 246 funds tracked by Wall St. Rank held NewMarket as of Q4 2018.

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