AG
CVCO icon

Advisor Group’s Cavco Industries CVCO Stock Holding History

Advisor Group’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$132K Sell
674
-55
-8% -$10.8K ﹤0.01% 2722
2019
Q3 		$140K Sell
729
-29
-4% -$5.14K ﹤0.01% 2621
2019
Q2 		$119K Sell
758
-213
-22% -$29K ﹤0.01% 2723
2019
Q1 		$115K Buy
971
+9
+0.9% +$1.23K ﹤0.01% 2744
2018
Q4 		$126K Buy
962
+76
+9% +$13.7K ﹤0.01% 2440
2018
Q3 		$223K Buy
886
+68
+8% +$15.7K ﹤0.01% 2072
2018
Q2 		$170K Sell
818
-13
-2% -$2.44K ﹤0.01% 2099
2018
Q1 		$145K Sell
831
-2
-0.2% -$331 ﹤0.01% 2236
2017
Q4 		$127K Buy
833
+251
+43% +$37.7K ﹤0.01% 2377
2017
Q3 		$86K Buy
582
+89
+18% +$11.9K ﹤0.01% 2526
2017
Q2 		$64K Buy
493
+57
+13% +$6.81K ﹤0.01% 2647
2017
Q1 		$51K Buy
436
+101
+30% +$11K ﹤0.01% 2686
2016
Q4 		$33K Sell
335
-10
-3% -$962 ﹤0.01% 2896
2016
Q3 		$34K Buy
345
+100
+41% +$9.97K ﹤0.01% 2808
2016
Q2 		$21K Buy
+245
New +$22.6K ﹤0.01% 3039

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Advisor Group's CVCO Position: Q4 2019 in Review

Advisor Group reduced its Cavco Industries (CVCO) stake by 7.5% in Q4 2019, selling an estimated $10.8K and leaving 674 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Advisor Group first reported a position in CVCO in Q2 2016 and has held it in 15 quarters since. The position peaked at $223K in Q3 2018. 202 funds tracked by Wall St. Rank hold CVCO as of Q4 2019.

  • Advisor Group held 674 shares of Cavco Industries worth $132K as of Q4 2019.
  • Advisor Group sold 55 Cavco Industries shares in Q4 2019, an estimated $10.8K.
  • Cavco Industries made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2722 holding.
  • Advisor Group first reported a position in Cavco Industries in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Cavco Industries position peaked at $223K in Q3 2018.
  • 202 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.