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Valeo Financial Advisors’s Supernus Pharmaceuticals SUPN Stock Holding History

Valeo Financial Advisors’s Portfolio SUPN Stock Details SUPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-55
Closed -$3K – 1708
2018
Q3 		$3K Buy
+55
New +$2.72K ﹤0.01% 1381
2018
Q2 		– Sell
-209
Closed -$10K – 1742
2018
Q1 		$10K Buy
+209
New +$8.72K ﹤0.01% 928

Other funds holding SUPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Supernus Pharmaceuticals (SUPN) in Q4 2018, closing a stake of 55 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in SUPN in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 274 funds tracked by Wall St. Rank hold SUPN as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Supernus Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 55 Supernus Pharmaceuticals shares in Q4 2018, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Supernus Pharmaceuticals in Q1 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Supernus Pharmaceuticals position peaked at $10K in Q1 2018.
  • 274 funds tracked by Wall St. Rank held Supernus Pharmaceuticals as of Q4 2018.

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