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Valeo Financial Advisors’s PDF Solutions PDFS Stock Holding History

Valeo Financial Advisors’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-127
Closed -$1K – 1665
2018
Q3 		$1K Hold
127
– – ﹤0.01% 1663
2018
Q2 		$1K Sell
127
-73
-37% -$872 ﹤0.01% 1498
2018
Q1 		$2K Hold
200
– – ﹤0.01% 1343
2017
Q4 		$3K Hold
200
– – ﹤0.01% 1123
2017
Q3 		$3K Buy
+200
New +$3.23K ﹤0.01% 966

Other funds holding PDFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

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

Valeo Financial Advisors sold out of PDF Solutions (PDFS) in Q4 2018, closing a stake of 127 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in PDFS in Q3 2017 and held it in 5 quarters. The position peaked at $3K in Q4 2017. 106 funds tracked by Wall St. Rank hold PDFS as of Q4 2018.

  • Valeo Financial Advisors reported no remaining PDF Solutions position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 127 PDF Solutions shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in PDF Solutions in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's PDF Solutions position peaked at $3K in Q4 2017.
  • 106 funds tracked by Wall St. Rank held PDF Solutions as of Q4 2018.

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