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Valeo Financial Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Valeo Financial Advisors’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-111
Closed -$4K – 1716
2018
Q1 		$4K Buy
+111
New +$4.26K ﹤0.01% 1203

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Dimensional Fund Advisors
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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Prestige Consumer Healthcare (PBH) in Q2 2018, closing a stake of 111 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in PBH in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 237 funds tracked by Wall St. Rank hold PBH as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Prestige Consumer Healthcare position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 111 Prestige Consumer Healthcare shares in Q2 2018, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Prestige Consumer Healthcare in Q1 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Prestige Consumer Healthcare position peaked at $4K in Q1 2018.
  • 237 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2018.

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