VFA
RELY

Valeo Financial Advisors’s Real Industry, Inc. RELY Stock Holding History

Valeo Financial Advisors’s Portfolio RELY Stock Details RELY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,420
Closed -$10K – 1482
2017
Q3 		$10K Buy
+5,420
New +$11.5K ﹤0.01% 709

Other funds holding RELY

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Valeo Financial Advisors's RELY Position: Q4 2017 in Review

Valeo Financial Advisors sold out of Real Industry, Inc. (RELY) in Q4 2017, closing a stake of 5,420 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in RELY in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 5 funds tracked by Wall St. Rank hold RELY as of Q4 2017.

  • Valeo Financial Advisors reported no remaining Real Industry, Inc. position as of Q4 2017 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,420 Real Industry, Inc. shares in Q4 2017, an estimated $10K.
  • Valeo Financial Advisors first reported a position in Real Industry, Inc. in Q3 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's Real Industry, Inc. position peaked at $10K in Q3 2017.
  • 5 funds tracked by Wall St. Rank held Real Industry, Inc. as of Q4 2017.

Based on Valeo Financial Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.