VFA
PRTY

Valeo Financial Advisors’s Party City Holdco Inc. PRTY Stock Holding History

Valeo Financial Advisors’s Portfolio PRTY Stock Details PRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-119
Closed -$1K – 1792
2018
Q3 		$1K Buy
+119
New +$1.82K ﹤0.01% 1716

Other funds holding PRTY

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Vanguard Group
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NCM
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Party City Holdco Inc. (PRTY) in Q4 2018, closing a stake of 119 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in PRTY in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 137 funds tracked by Wall St. Rank hold PRTY as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Party City Holdco Inc. position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 119 Party City Holdco Inc. shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Party City Holdco Inc. in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Party City Holdco Inc. position peaked at $1K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q4 2018.

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