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Valeo Financial Advisors’s Richardson Electronics RELL Stock Holding History

Valeo Financial Advisors’s Portfolio RELL Stock Details RELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,000
Closed -$48K – 1845
2018
Q2 		$48K Hold
5,000
– – 0.01% 548
2018
Q1 		$40K Hold
5,000
– – 0.01% 537
2017
Q4 		$34K Buy
+5,000
New +$32.3K 0.01% 558

Other funds holding RELL

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Valeo Financial Advisors's RELL Position: Q3 2018 in Review

Valeo Financial Advisors sold out of Richardson Electronics (RELL) in Q3 2018, closing a stake of 5,000 shares — an estimated $48K sold.

Valeo Financial Advisors first reported a position in RELL in Q4 2017 and held it in 3 quarters. The position peaked at $48K in Q2 2018. 37 funds tracked by Wall St. Rank hold RELL as of Q3 2018.

  • Valeo Financial Advisors reported no remaining Richardson Electronics position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,000 Richardson Electronics shares in Q3 2018, an estimated $48K.
  • Valeo Financial Advisors first reported a position in Richardson Electronics in Q4 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Richardson Electronics position peaked at $48K in Q2 2018.
  • 37 funds tracked by Wall St. Rank held Richardson Electronics as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.