Valley Wealth Managers’s V2X VVX Stock Holding History

Valley Wealth Managers’s Portfolio VVX Stock Details VVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-40	Closed	-$1K	–	248
2016 Q4	$1K	Hold	40	–	–	﹤0.01%	249
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	201
2016 Q2	$1K	Buy	+40	New	+$959	﹤0.01%	206

Other funds holding VVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Valley Wealth Managers's VVX Position: Q1 2017 in Review

Valley Wealth Managers sold out of V2X (VVX) in Q1 2017, closing a stake of 40 shares — an estimated $1K sold.

Valley Wealth Managers first reported a position in VVX in Q2 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2016. 152 funds tracked by Wall St. Rank hold VVX as of Q1 2017.

Valley Wealth Managers reported no remaining V2X position as of Q1 2017 after selling out during the quarter.
Valley Wealth Managers sold 40 V2X shares in Q1 2017, an estimated $1K.
Valley Wealth Managers first reported a position in V2X in Q2 2016 and held it in 3 quarters.
Valley Wealth Managers's V2X position peaked at $1K in Q4 2016.
152 funds tracked by Wall St. Rank held V2X as of Q1 2017.

Based on Valley Wealth Managers's 13F filing for Q1 2017, filed 12 May 2017.