VWM
URBN icon

Valley Wealth Managers’s Urban Outfitters URBN Stock Holding History

Valley Wealth Managers’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-25
Closed -$1K – 170
2017
Q1 		$1K Buy
+25
New +$648 ﹤0.01% 201

Other funds holding URBN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Valley Wealth Managers's URBN Position: Q2 2017 in Review

Valley Wealth Managers sold out of Urban Outfitters (URBN) in Q2 2017, closing a stake of 25 shares — an estimated $1K sold.

Valley Wealth Managers first reported a position in URBN in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 234 funds tracked by Wall St. Rank hold URBN as of Q2 2017.

  • Valley Wealth Managers reported no remaining Urban Outfitters position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 25 Urban Outfitters shares in Q2 2017, an estimated $1K.
  • Valley Wealth Managers first reported a position in Urban Outfitters in Q1 2017 and held it in 1 quarter.
  • Valley Wealth Managers's Urban Outfitters position peaked at $1K in Q1 2017.
  • 234 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.