Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Lendingclub Corp Com
Q4 2018 Filed on Jan 30, 2019
250
N/A
NTGR
Netgear, Inc.

Technology
Q4 2018 Filed on Jan 30, 2019
41
$28.82 - $37.84 $1.18K - $1.55K
PRTY
Party City Holdco Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 30, 2019
119
$8.78 - $13.66 $1.04K - $1.63K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
Q4 2018 Filed on Jan 30, 2019
165
N/A
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
Q4 2018 Filed on Jan 30, 2019
171
N/A
UCBI
United Community Banks Inc

Financial Services
Q4 2018 Filed on Jan 30, 2019
98
$20.47 - $28.34 $2.01K - $2.78K
UMPQ
Umpqua Holdings Corp

Financial Services
Q4 2018 Filed on Jan 30, 2019
129
$15.24 - $21.26 $1.97K - $2.74K
Verifone Holding
Q3 2018 Filed on Nov 01, 2018
100
N/A
Envision Healthcare Corp Com
Q3 2018 Filed on Nov 01, 2018
33
N/A
Energy Transfer Partners LP Unit LTD Prt Int
Q3 2018 Filed on Nov 01, 2018
8,901
N/A
FYX
First Tr Small Cap Core Alphad

ETFs
Q3 2018 Filed on Nov 01, 2018
2,227
$66.13 - $70.34 $147K - $157K
Andeavor Com
Q3 2018 Filed on Nov 01, 2018
205
N/A
Etfs Gold Trust ETF
Q3 2018 Filed on Nov 01, 2018
10
N/A
PATK
Patrick Industries Inc

Consumer Cyclical
Q3 2018 Filed on Nov 01, 2018
1,125
$56.35 - $66.85 $63.4K - $75.2K
Market Vectors ETF Emerging Mkts Local ETF
Q3 2018 Filed on Nov 01, 2018
1,362
N/A
AAV.TO
Advantage Energy Ltd.

Energy
Q3 2018 Filed on Nov 01, 2018
300
N/A
Xl Capital LTD Cl A
Q3 2018 Filed on Nov 01, 2018
179
N/A
Tronox LTD Ord Reg
Q3 2018 Filed on Nov 01, 2018
1,500
N/A
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
Q3 2018 Filed on Nov 01, 2018
0
$13.15 - $13.83 $0 - $0
Acxiom Corp
Q3 2018 Filed on Nov 01, 2018
281
N/A
RELL
Richardson Electronics, Ltd.

Technology
Q3 2018 Filed on Nov 01, 2018
5,000
$8.77 - $9.84 $43.9K - $49.2K
Quality Systems
Q3 2018 Filed on Nov 01, 2018
300
N/A
ICCH
Icc Holdings, Inc.

Financial Services
Q3 2018 Filed on Nov 01, 2018
1,000
$15.0 - $16.0 $15K - $16K
FISI
Financial Institutions Inc

Financial Services
Q3 2018 Filed on Nov 01, 2018
1,125
$31.3 - $33.4 $35.2K - $37.6K
Gramercy Ppty Tr Com New
Q3 2018 Filed on Nov 01, 2018
33
N/A
Neovasc Inc Com
Q3 2018 Filed on Nov 01, 2018
1,111
N/A
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2018 Filed on Nov 01, 2018
0
$19.07 - $19.3 $0 - $0
Rubicon Technology Inc
Q3 2018 Filed on Nov 01, 2018
1,500
N/A
WOOD
Ishares Global Timber & Forest
Q3 2018 Filed on Nov 01, 2018
144
N/A
Sanofi Aventis 20 Rtsf Rights Exp 12/31/20
Q3 2018 Filed on Nov 01, 2018
6
N/A
Synthetic Biologics Inc Com
Q3 2018 Filed on Nov 01, 2018
30,000
N/A
EWGS
Ishares Msci Germany Small Cap

ETFs
Q3 2018 Filed on Nov 01, 2018
250
N/A
NPO
Enpro Industries, Inc

Industrials
Q3 2018 Filed on Nov 01, 2018
40
$70.13 - $77.73 $2.81K - $3.11K
Itus Corp Com New
Q3 2018 Filed on Nov 01, 2018
1
N/A
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q3 2018 Filed on Nov 01, 2018
20,931
N/A
OPK
Opko Health, Inc.

Healthcare
Q3 2018 Filed on Nov 01, 2018
17,500
$3.29 - $6.29 $57.6K - $110K
SECO
Secoo Holding LTD

Consumer Cyclical
Q3 2018 Filed on Nov 01, 2018
21
$8.46 - $14.65 $178 - $308
Fgl Hldgs Ord Shs
Q3 2018 Filed on Nov 01, 2018
133
N/A
Pivotal Software Inc Com Cl A
Q3 2018 Filed on Nov 01, 2018
275
N/A
Level One Bancorp Inc Com
Q3 2018 Filed on Nov 01, 2018
593
N/A
Carbon Black Inc Com
Q3 2018 Filed on Nov 01, 2018
178
N/A
Wisdomtree Icbccs S&P China 500 Fund
Q3 2018 Filed on Nov 01, 2018
268
N/A
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 01, 2018
200
N/A
Developers Diversfied Rlty Corp
Q3 2018 Filed on Nov 01, 2018
14
N/A
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q3 2018 Filed on Nov 01, 2018
218
$12.51 - $13.77 $2.73K - $3K
Spirit Rlty Cap Inc New Com
Q3 2018 Filed on Nov 01, 2018
34
N/A
Northwest Nat Gas CO Com
Q3 2018 Filed on Nov 01, 2018
6
N/A
HEAR
Turtle Beach Corp

Technology
Q3 2018 Filed on Nov 01, 2018
20
$17.75 - $32.33 $355 - $647
BKF
Ishares Mcsi Bic ETF

ETFs
Q3 2018 Filed on Nov 01, 2018
200
N/A
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