Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Noble Energy Inc Com
Q3 2019 Filed on Oct 15, 2019
1,053
N/A
PMT
Penny Mac Mortgage Investment Trust

Real Estate
Q3 2019 Filed on Oct 15, 2019
2,045
$21.59 - $22.48 $44.2K - $46K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q3 2019 Filed on Oct 15, 2019
333
$7.33 - $7.98 $2.44K - $2.66K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q3 2019 Filed on Oct 15, 2019
500
$21.69 - $24.61 $10.8K - $12.3K
EWQ
Ishares Msci France ETF

ETFs
Q3 2019 Filed on Oct 15, 2019
141
$28.44 - $30.97 $4.01K - $4.37K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 15, 2019
750
$14.16 - $18.4 $10.6K - $13.8K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q3 2019 Filed on Oct 15, 2019
120
$64.25 - $70.84 $7.71K - $8.5K
Qurate Retail Inc Com Ser B
Q3 2019 Filed on Oct 15, 2019
1,500
N/A
AM
Antero Midstream Corp

Energy
Q3 2019 Filed on Oct 15, 2019
2,050
$6.68 - $12.09 $13.7K - $24.8K
NAVB
Navidea Biopharmaceuticals, Inc.

Healthcare
Q3 2019 Filed on Oct 15, 2019
20
$0.5 - $0.91 $10 - $18.2
Hospitality Properties Trust
Q3 2019 Filed on Oct 15, 2019
200
N/A
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
Q3 2019 Filed on Oct 15, 2019
0
$40.41 - $43.27 $0 - $0
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
Q3 2019 Filed on Oct 15, 2019
2,111
$14.85 - $15.46 $31.3K - $32.6K
FEP
First Trust Europe Alphadex Fu

ETFs
Q3 2019 Filed on Oct 15, 2019
100
$32.33 - $35.7 $3.23K - $3.57K
MXF
Mexico Fund Inc

Financial Services
Q3 2019 Filed on Oct 15, 2019
626
$11.89 - $13.99 $7.44K - $8.76K
IQDF
Flexshares International Quali

ETFs
Q3 2019 Filed on Oct 15, 2019
101
$21.34 - $23.37 $2.16K - $2.36K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
Q3 2019 Filed on Oct 15, 2019
559
$7.47 - $14.03 $4.18K - $7.84K
HEWG
Ishares Currency Hedged Msci G

ETFs
Q3 2019 Filed on Oct 15, 2019
156
$24.91 - $27.91 $3.89K - $4.35K
ENLC
En Link Midstream, LLC

Energy
Q3 2019 Filed on Oct 15, 2019
3,500
$7.11 - $10.67 $24.9K - $37.3K
Goldman Sachs Mlp Energy Renai Com
Q3 2019 Filed on Oct 15, 2019
250
N/A
HEZU
Ishares Currency Hedged Msci E

ETFs
Q3 2019 Filed on Oct 15, 2019
356
$28.43 - $31.02 $10.1K - $11K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q3 2019 Filed on Oct 15, 2019
1,300
$26.1 - $28.11 $33.9K - $36.5K
Versum Matls Inc Com
Q2 2019 Filed on Jul 10, 2019
67
N/A
Dowdupont Inc Com
Q2 2019 Filed on Jul 10, 2019
33,212
N/A
Micro Focus International PLC Spon Adr New
Q2 2019 Filed on Jul 10, 2019
236
N/A
Ubs Ag Jersey Brh E Tracs Lkd To Alerianmlp Infrastructure Undex
Q2 2019 Filed on Jul 10, 2019
274
N/A
Ellie Mae Inc
Q2 2019 Filed on Jul 10, 2019
0
N/A
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
Q2 2019 Filed on Jul 10, 2019
100
$10.11 - $16.22 $1.01K - $1.62K
Harris Corp Del Com
Q2 2019 Filed on Jul 10, 2019
150
N/A
Ultimate Software Group Inc Com
Q2 2019 Filed on Jul 10, 2019
11
N/A
Blackstone Group LP
Q2 2019 Filed on Jul 10, 2019
6,046
N/A
AHH
Armada Hoffler Properties, Inc.

Real Estate
Q2 2019 Filed on Jul 10, 2019
750
$15.28 - $17.31 $11.5K - $13K
AAOI
Applied Optoelectronics, Inc.

Technology
Q2 2019 Filed on Jul 10, 2019
386
$8.66 - $13.09 $3.34K - $5.05K
Wabco Hldgs Inc Com
Q2 2019 Filed on Jul 10, 2019
23
N/A
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q2 2019 Filed on Jul 10, 2019
200
$48.56 - $55.14 $9.71K - $11K
Bemis CO Inc Com
Q2 2019 Filed on Jul 10, 2019
678
N/A
Dynex Cap Inc Com New
Q2 2019 Filed on Jul 10, 2019
9
N/A
Amber Rd Inc Com
Q2 2019 Filed on Jul 10, 2019
611
N/A
Transcanada Corp Com
Q2 2019 Filed on Jul 10, 2019
69
N/A
Chesapeake Energy Corp Pfd Conv
Q2 2019 Filed on Jul 10, 2019
1,150
N/A
Spdr High Yield Bond ETF
Q2 2019 Filed on Jul 10, 2019
647
N/A
Usg Corp
Q2 2019 Filed on Jul 10, 2019
112
N/A
Acorda Therapeutics Inc Com
Q2 2019 Filed on Jul 10, 2019
15
N/A
RS
Reliance Steel & Aluminum CO

Basic Materials
Q2 2019 Filed on Jul 10, 2019
5
$83.27 - $94.62 $416 - $473
RFEM
First Trust Iii Riverfront Dyn

ETFs
Q2 2019 Filed on Jul 10, 2019
375
$57.52 - $65.11 $21.6K - $24.4K
Taubman Centers Inc
Q2 2019 Filed on Jul 10, 2019
10
N/A
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q2 2019 Filed on Jul 10, 2019
1,500
$88.66 - $107.97 $133K - $162K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
Q2 2019 Filed on Jul 10, 2019
250
$12.6 - $18.22 $3.15K - $4.56K
MRCY
Mercury Systems Inc

Industrials
Q2 2019 Filed on Jul 10, 2019
10
$63.79 - $75.55 $638 - $756
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