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Valeo Financial Advisors’s SITE Centers SITC Stock Holding History

Valeo Financial Advisors’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18
Closed -$169 – 1697
2018
Q3 		$0 Sell
18
-4
-18% -$44 ﹤0.01% 1852
2018
Q2 		$0 Hold
22
– – ﹤0.01% 1736
2018
Q1 		$0 Hold
22
– – ﹤0.01% 1597
2017
Q4 		$0 Buy
+22
New +$234 ﹤0.01% 1423

Other funds holding SITC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

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

Valeo Financial Advisors sold out of SITE Centers (SITC) in Q4 2018, closing a stake of 18 shares — an estimated $169 sold.

Valeo Financial Advisors first reported a position in SITC in Q4 2017 and held it in 4 quarters. The position peaked at $0 in Q3 2018. 208 funds tracked by Wall St. Rank hold SITC as of Q4 2018.

  • Valeo Financial Advisors reported no remaining SITE Centers position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 18 SITE Centers shares in Q4 2018, an estimated $169.
  • Valeo Financial Advisors first reported a position in SITE Centers in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's SITE Centers position peaked at $0 in Q3 2018.
  • 208 funds tracked by Wall St. Rank held SITE Centers as of Q4 2018.

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