Valeo Financial Advisors’s Wabash National WNC Stock Holding History

Valeo Financial Advisors’s Portfolio WNC Stock Details WNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-923	Closed	-$15K	–	1686
2019 Q2	$15K	Sell	923 -606	-40%	-$8.93K	﹤0.01%	928
2019 Q1	$21K	Buy	+1,529	New	+$21.6K	﹤0.01%	782
2018 Q2	–	Sell	-6,500	Closed	-$135K	–	1767
2018 Q1	$135K	Buy	+6,500	New	+$147K	0.02%	311

Other funds holding WNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Valeo Financial Advisors's WNC Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Wabash National (WNC) in Q3 2019, closing a stake of 923 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in WNC in Q1 2018 and held it in 3 quarters. The position peaked at $135K in Q1 2018. 200 funds tracked by Wall St. Rank hold WNC as of Q3 2019.

Valeo Financial Advisors reported no remaining Wabash National position as of Q3 2019 after selling out during the quarter.
Valeo Financial Advisors sold 923 Wabash National shares in Q3 2019, an estimated $15K.
Valeo Financial Advisors first reported a position in Wabash National in Q1 2018 and held it in 3 quarters.
Valeo Financial Advisors's Wabash National position peaked at $135K in Q1 2018.
200 funds tracked by Wall St. Rank held Wabash National as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.