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Wealthfront’s Vulcan Materials VMC Stock Holding History

Wealthfront’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,172
Closed -$280K – 529
2018
Q2 		$280K Sell
2,172
-457
-17% -$56.3K ﹤0.01% 448
2018
Q1 		$300K Sell
2,629
-271
-9% -$34.1K ﹤0.01% 438
2017
Q4 		$372K Sell
2,900
-31
-1% -$3.79K ﹤0.01% 404
2017
Q3 		$351K Sell
2,931
-732
-20% -$87.8K ﹤0.01% 396
2017
Q2 		$464K Buy
3,663
+470
+15% +$59K 0.01% 288
2017
Q1 		$385K Sell
3,193
-221
-6% -$27K 0.01% 281
2016
Q4 		$427K Buy
3,414
+724
+27% +$87.6K 0.01% 226
2016
Q3 		$306K Sell
2,690
-248
-8% -$29.2K 0.01% 269
2016
Q2 		$354K Buy
2,938
+269
+10% +$30.5K 0.01% 229
2016
Q1 		$282K Buy
+2,669
New +$253K 0.01% 249
2015
Q4 		– Sell
-1,892
Closed -$169K – 1045
2015
Q3 		$169K Buy
1,892
+1,164
+160% +$108K 0.01% 306
2015
Q2 		$61K Buy
728
+51
+8% +$4.45K ﹤0.01% 486
2015
Q1 		$57K Buy
677
+311
+85% +$24K ﹤0.01% 471
2014
Q4 		$24K Sell
366
-312
-46% -$19.7K ﹤0.01% 540
2014
Q3 		$41K Buy
678
+65
+11% +$4.1K ﹤0.01% 440
2014
Q2 		$39K Buy
613
+56
+10% +$3.54K ﹤0.01% 412
2014
Q1 		$37K Buy
+557
New +$35.6K ﹤0.01% 329

Other funds holding VMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wealthfront's VMC Position: Q3 2018 in Review

Wealthfront sold out of Vulcan Materials (VMC) in Q3 2018, closing a stake of 2,172 shares — an estimated $280K sold.

Wealthfront first reported a position in VMC in Q1 2014 and held it in 17 quarters. The position peaked at $464K in Q2 2017. 557 funds tracked by Wall St. Rank hold VMC as of Q3 2018.

  • Wealthfront reported no remaining Vulcan Materials position as of Q3 2018 after selling out during the quarter.
  • Wealthfront sold 2,172 Vulcan Materials shares in Q3 2018, an estimated $280K.
  • Wealthfront first reported a position in Vulcan Materials in Q1 2014 and held it in 17 quarters.
  • Wealthfront's Vulcan Materials position peaked at $464K in Q2 2017.
  • 557 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.