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Wealthspire Advisors (Maryland)’s Vulcan Materials VMC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-561
Closed -$66K – 1993
2019
Q1 		$66K Buy
561
+105
+23% +$11.3K 0.01% 791
2018
Q4 		$45K Buy
456
+5
+1% +$507 ﹤0.01% 904
2018
Q3 		$50K Sell
451
-83
-16% -$9.63K ﹤0.01% 978
2018
Q2 		$69K Buy
534
+75
+16% +$9.25K 0.01% 858
2018
Q1 		$52K Buy
459
+7
+2% +$882 ﹤0.01% 968
2017
Q4 		$58K Buy
452
+211
+88% +$25.8K 0.01% 944
2017
Q3 		$29K Sell
241
-54
-18% -$6.48K ﹤0.01% 1173
2017
Q2 		$37K Buy
295
+64
+28% +$8.04K ﹤0.01% 1054
2017
Q1 		$28K Buy
231
+1
+0.4% +$122 ﹤0.01% 972
2016
Q4 		$29K Buy
230
+52
+29% +$6.29K ﹤0.01% 920
2016
Q3 		$20K Buy
178
+15
+9% +$1.77K ﹤0.01% 1060
2016
Q2 		$20K Sell
163
-24
-13% -$2.72K ﹤0.01% 995
2016
Q1 		$20K Buy
187
+26
+16% +$2.46K ﹤0.01% 976
2015
Q4 		$15K Buy
+161
New +$15.6K ﹤0.01% 1077

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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VMC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vulcan Materials (VMC) in Q2 2019, closing a stake of 561 shares — an estimated $66K sold.

Wealthspire Advisors (Maryland) first reported a position in VMC in Q4 2015 and held it in 14 quarters. The position peaked at $69K in Q2 2018. 605 funds tracked by Wall St. Rank hold VMC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vulcan Materials position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 561 Vulcan Materials shares in Q2 2019, an estimated $66K.
  • Wealthspire Advisors (Maryland) first reported a position in Vulcan Materials in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Vulcan Materials position peaked at $69K in Q2 2018.
  • 605 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.