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Valeo Financial Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Valeo Financial Advisors’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-104
Closed -$1K – 1756
2018
Q3 		$1K Buy
+104
New +$1.48K ﹤0.01% 1701

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Impax Asset Management Group
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Jennison Associates
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Goldman Sachs
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Dimensional Fund Advisors
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Valeo Financial Advisors's ZWS Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q4 2018, closing a stake of 104 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in ZWS in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 200 funds tracked by Wall St. Rank hold ZWS as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Zurn Elkay Water Solutions position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 104 Zurn Elkay Water Solutions shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Zurn Elkay Water Solutions in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Zurn Elkay Water Solutions position peaked at $1K in Q3 2018.
  • 200 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2018.

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