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Wills Financial Group’s Valmont Industries VMI Stock Holding History

Wills Financial Group’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,480
Closed -$413K – 83
2015
Q2 		$413K Sell
3,480
-298
-8% -$36.7K 0.35% 58
2015
Q1 		$464K Sell
3,778
-1,668
-31% -$204K 0.38% 55
2014
Q4 		$691K Sell
5,446
-1,046
-16% -$140K 0.56% 44
2014
Q3 		$875K Sell
6,492
-147
-2% -$21.1K 0.74% 38
2014
Q2 		$1.01M Buy
6,639
+693
+12% +$107K 0.84% 39
2014
Q1 		$885K Buy
5,946
+381
+7% +$56.4K 0.84% 41
2013
Q4 		$829K Buy
+5,565
New +$786K 0.85% 41

Other funds holding VMI

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wills Financial Group's VMI Position: Q3 2015 in Review

Wills Financial Group sold out of Valmont Industries (VMI) in Q3 2015, closing a stake of 3,480 shares — an estimated $413K sold.

Wills Financial Group first reported a position in VMI in Q4 2013 and held it in 7 quarters. The position peaked at $1.01M in Q2 2014. 224 funds tracked by Wall St. Rank hold VMI as of Q3 2015.

  • Wills Financial Group reported no remaining Valmont Industries position as of Q3 2015 after selling out during the quarter.
  • Wills Financial Group sold 3,480 Valmont Industries shares in Q3 2015, an estimated $413K.
  • Wills Financial Group first reported a position in Valmont Industries in Q4 2013 and held it in 7 quarters.
  • Wills Financial Group's Valmont Industries position peaked at $1.01M in Q2 2014.
  • 224 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2015.

Based on Wills Financial Group's 13F filing for Q3 2015, filed 12 Nov 2015.