WMS Partners’s Valmont Industries VMI Stock Holding History

WMS Partners’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
2018 Q1	–	Sell	-2,500	Closed	-$415K	–	235
2017 Q4	$415K	Hold	2,500	–	–	0.05%	145
2017 Q3	$395K	Hold	2,500	–	–	0.05%	149
2017 Q2	$374K	Hold	2,500	–	–	0.05%	149
2017 Q1	$389K	Hold	2,500	–	–	0.05%	138
2016 Q4	$352K	Hold	2,500	–	–	0.05%	141
2016 Q3	$336K	Hold	2,500	–	–	0.05%	141
2016 Q2	$338K	Hold	2,500	–	–	0.05%	146
2016 Q1	$310K	Hold	2,500	–	–	0.04%	155
2015 Q4	$265K	Hold	2,500	–	–	0.04%	170
2015 Q3	$237K	Hold	2,500	–	–	0.04%	177
2015 Q2	$297K	Hold	2,500	–	–	0.03%	222
2015 Q1	$307K	Hold	2,500	–	–	0.04%	211
2014 Q4	$318K	Hold	2,500	–	–	0.05%	160
2014 Q3	$337K	Hold	2,500	–	–	0.05%	174
2014 Q2	$380K	Hold	2,500	–	–	0.06%	168
2014 Q1	$372K	Hold	2,500	–	–	0.06%	169
2013 Q4	$373K	Buy	+2,500	New	+$353K	0.06%	159
2013 Q3	–	Sell	-2,500	Closed	-$358K	–	229
2013 Q2	$358K	Buy	+2,500	New	+$366K	0.07%	149

Other funds holding VMI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

WMS Partners's VMI Position: Q1 2018 in Review

WMS Partners sold out of Valmont Industries (VMI) in Q1 2018, closing a stake of 2,500 shares — an estimated $415K sold.

WMS Partners first reported a position in VMI in Q2 2013 and held it in 18 quarters. The position peaked at $415K in Q4 2017. 263 funds tracked by Wall St. Rank hold VMI as of Q1 2018.

WMS Partners reported no remaining Valmont Industries position as of Q1 2018 after selling out during the quarter.
WMS Partners sold 2,500 Valmont Industries shares in Q1 2018, an estimated $415K.
WMS Partners first reported a position in Valmont Industries in Q2 2013 and held it in 18 quarters.
WMS Partners's Valmont Industries position peaked at $415K in Q4 2017.
263 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2018.

Based on WMS Partners's 13F filing for Q1 2018, filed 14 May 2018.