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Valeo Financial Advisors’s Visteon VC Stock Holding History

Valeo Financial Advisors’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-200
Closed -$25K – 1607
2017
Q4 		$25K Sell
200
-500
-71% -$63.4K ﹤0.01% 623
2017
Q3 		$87K Buy
+700
New +$79.3K 0.02% 315

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BlackRock
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O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Valeo Financial Advisors's VC Position: Q1 2018 in Review

Valeo Financial Advisors sold out of Visteon (VC) in Q1 2018, closing a stake of 200 shares — an estimated $25K sold.

Valeo Financial Advisors first reported a position in VC in Q3 2017 and held it in 2 quarters. The position peaked at $87K in Q3 2017. 275 funds tracked by Wall St. Rank hold VC as of Q1 2018.

  • Valeo Financial Advisors reported no remaining Visteon position as of Q1 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 Visteon shares in Q1 2018, an estimated $25K.
  • Valeo Financial Advisors first reported a position in Visteon in Q3 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's Visteon position peaked at $87K in Q3 2017.
  • 275 funds tracked by Wall St. Rank held Visteon as of Q1 2018.

Based on Valeo Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.