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Valeo Financial Advisors’s Sportsman's Warehouse SPWH Stock Holding History

Valeo Financial Advisors’s Portfolio SPWH Stock Details SPWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-27
Closed -$131 – 1703
2018
Q3 		$0 Hold
27
– – ﹤0.01% 1855
2018
Q2 		$0 Hold
27
– – ﹤0.01% 1739
2018
Q1 		$0 Sell
27
-120
-82% -$596 ﹤0.01% 1599
2017
Q4 		$1K Sell
147
-4
-3% -$19 ﹤0.01% 1313
2017
Q3 		$1K Buy
+151
New +$669 ﹤0.01% 1127

Other funds holding SPWH

T. Rowe Price Associates
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TC
Towle & Co Denver, Colorado $295M AUM 95.45% 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
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $197M AUM 47.99% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Sportsman's Warehouse (SPWH) in Q4 2018, closing a stake of 27 shares — an estimated $131 sold.

Valeo Financial Advisors first reported a position in SPWH in Q3 2017 and held it in 5 quarters. The position peaked at $1K in Q4 2017. 98 funds tracked by Wall St. Rank hold SPWH as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Sportsman's Warehouse position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 27 Sportsman's Warehouse shares in Q4 2018, an estimated $131.
  • Valeo Financial Advisors first reported a position in Sportsman's Warehouse in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Sportsman's Warehouse position peaked at $1K in Q4 2017.
  • 98 funds tracked by Wall St. Rank held Sportsman's Warehouse as of Q4 2018.

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