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
Chemical Finl Corp Com
Q1 2019 Filed on Apr 12, 2019
0
N/A
Retail Properties Of America
Q1 2019 Filed on Apr 12, 2019
0
N/A
ALEX
Alexander & Baldwin, Inc.

Real Estate
Q1 2019 Filed on Apr 12, 2019
0
$18.46 - $25.44 $0 - $0
Polyone Corp Com
Q1 2019 Filed on Apr 12, 2019
0
N/A
ELME
Elme Communities
Q1 2019 Filed on Apr 12, 2019
0
N/A
Investors Bancorp Inc New Com
Q1 2019 Filed on Apr 12, 2019
0
N/A
ACC
American Campus Communities Inc

Real Estate
Q1 2019 Filed on Apr 12, 2019
0
$40.19 - $48.12 $0 - $0
Constellium Nv Cl A
Q1 2019 Filed on Apr 12, 2019
0
N/A
REXR
Rexford Industrial Realty, Inc.

Real Estate
Q1 2019 Filed on Apr 12, 2019
0
$28.52 - $35.9 $0 - $0
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q1 2019 Filed on Apr 12, 2019
0
$13.91 - $16.14 $0 - $0
Servicemaster Global Hldgs Inc Com
Q1 2019 Filed on Apr 12, 2019
0
N/A
Scana Corp New Com
Q1 2019 Filed on Apr 12, 2019
5
N/A
STOR
Store Capital Corp

Real Estate
Q1 2019 Filed on Apr 12, 2019
0
$27.46 - $33.97 $0 - $0
DEA
Easterly Government Properties, Inc.

Real Estate
Q1 2019 Filed on Apr 12, 2019
0
$15.4 - $18.36 $0 - $0
Cincinnati Bell Inc New Com New
Q1 2019 Filed on Apr 12, 2019
1,854
N/A
NWE
Northwestern Corp

Utilities
Q1 2019 Filed on Apr 12, 2019
37
$58.03 - $71.3 $2.15K - $2.64K
ARAY
Accuray Inc

Healthcare
Q1 2019 Filed on Apr 12, 2019
500
$3.32 - $5.28 $1.66K - $2.64K
Global X Mlp ETF
Q1 2019 Filed on Apr 12, 2019
0
N/A
Loxo Oncology Inc Com
Q1 2019 Filed on Apr 12, 2019
2
N/A
Tesla Inc 2.375 03/15/2022
Q1 2019 Filed on Apr 12, 2019
6,000
N/A
SPMD
Spdr Portfolio

ETFs
Q1 2019 Filed on Apr 12, 2019
22
N/A
RVIC
Retail Value Inc.

Real Estate
Q1 2019 Filed on Apr 12, 2019
0
$2.35 - $2.97 $0 - $0
CORN
Teucrium Commodity Trust

ETFs
Q1 2019 Filed on Apr 12, 2019
625
$15.23 - $16.4 $9.52K - $10.3K
Semgroup Corp Cl A
Q1 2019 Filed on Apr 12, 2019
96
N/A
First Midwest Bancrp Del
Q1 2019 Filed on Apr 12, 2019
200
N/A
Invesco Exch Trd Slf Idx Fd Tr Bulshs2018 Cor
Q1 2019 Filed on Apr 12, 2019
0
N/A
Guggenheim Blt 2018 High Yield Corp Bnd ETF
Q1 2019 Filed on Apr 12, 2019
0
N/A
Danaos Corporation Shs
Q1 2019 Filed on Apr 12, 2019
10
N/A
PBI
Pitney Bowes Inc

Industrials
Q1 2019 Filed on Apr 12, 2019
16,111
$5.97 - $7.86 $96.2K - $127K
Windstream Corporation
Q1 2019 Filed on Apr 12, 2019
0
N/A
Mb Finl Inc
Q1 2019 Filed on Apr 12, 2019
100
N/A
Seadrill LTD Com
Q1 2019 Filed on Apr 12, 2019
4
N/A
FTDR
Frontdoor, Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 12, 2019
0
$25.49 - $37.07 $0 - $0
ANIX
Anixa Biosciences Inc

Healthcare
Q1 2019 Filed on Apr 12, 2019
1
$3.85 - $5.53 $3.85 - $5.53
SITC
Site Centers Corp.

Real Estate
Q1 2019 Filed on Apr 12, 2019
0
$11.14 - $13.78 $0 - $0
FENC
Fennec Pharmaceuticals Inc.

Healthcare
Q1 2019 Filed on Apr 12, 2019
20
$4.64 - $7.58 $92.8 - $152
NWN
Northwest Natural Holding CO

Utilities
Q1 2019 Filed on Apr 12, 2019
6
$57.46 - $66.36 $345 - $398
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
Q1 2019 Filed on Apr 12, 2019
15
$122.34 - $129.05 $1.84K - $1.94K
Columbia Property Trust Inc
Q1 2019 Filed on Apr 12, 2019
0
N/A
Tdh Hldgs Inc Shs
Q1 2019 Filed on Apr 12, 2019
160
N/A
PCEF
Invesco Cef Income Composite E

ETFs
Q1 2019 Filed on Apr 12, 2019
0
$20.44 - $22.24 $0 - $0
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q1 2019 Filed on Apr 12, 2019
0
$6.88 - $7.51 $0 - $0
ERC
Allspring Multi Sector Income Fund

Financial Services
Q1 2019 Filed on Apr 12, 2019
0
$11.17 - $12.23 $0 - $0
Forest City Rlty Tr Inc Com Cl A
Q4 2018 Filed on Jan 30, 2019
85
N/A
Thomson Reuters Corporation (Usa)
Q4 2018 Filed on Jan 30, 2019
100
N/A
VRNT
Verint Systems Inc

Technology
Q4 2018 Filed on Jan 30, 2019
69
$20.64 - $24.96 $1.42K - $1.72K
Praxair Inc
Q4 2018 Filed on Jan 30, 2019
629
N/A
STKL
Sun Opta Inc.

Consumer Defensive
Q4 2018 Filed on Jan 30, 2019
29
$3.77 - $7.62 $109 - $221
Apptio Inc Cl A
Q4 2018 Filed on Jan 30, 2019
70
N/A
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