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Valeo Financial Advisors’s Safe Bulkers SB Stock Holding History

Valeo Financial Advisors’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-242
Closed -$1K – 1693
2018
Q3 		$1K Hold
242
– – ﹤0.01% 1676
2018
Q2 		$1K Buy
+242
New +$803 ﹤0.01% 1509

Other funds holding SB

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BlackRock
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EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
SCM
Signia Capital Management Spokane, Washington $55.7M AUM 10.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Safe Bulkers (SB) in Q4 2018, closing a stake of 242 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in SB in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 75 funds tracked by Wall St. Rank hold SB as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Safe Bulkers position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 242 Safe Bulkers shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Safe Bulkers in Q2 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Safe Bulkers position peaked at $1K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held Safe Bulkers as of Q4 2018.

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