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Advisor Group’s CPI Aerostructures CVU Stock Holding History

Advisor Group’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,183
Closed -$8K – 5232
2018
Q4 		$8K Hold
1,183
– – ﹤0.01% 4306
2018
Q3 		$10K Buy
+1,183
New +$10.7K ﹤0.01% 4270
2018
Q2 		– Sell
-700
Closed -$7K – 4946
2018
Q1 		$7K Hold
700
– – ﹤0.01% 4261
2017
Q4 		$6K Hold
700
– – ﹤0.01% 4332
2017
Q3 		$7K Buy
+700
New +$6.34K ﹤0.01% 4125

Other funds holding CVU

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Advisor Group's CVU Position: Q1 2019 in Review

Advisor Group sold out of CPI Aerostructures (CVU) in Q1 2019, closing a stake of 1,183 shares — an estimated $8K sold.

Advisor Group first reported a position in CVU in Q3 2017 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 39 funds tracked by Wall St. Rank hold CVU as of Q1 2019.

  • Advisor Group reported no remaining CPI Aerostructures position as of Q1 2019 after selling out during the quarter.
  • Advisor Group sold 1,183 CPI Aerostructures shares in Q1 2019, an estimated $8K.
  • Advisor Group first reported a position in CPI Aerostructures in Q3 2017 and held it in 5 quarters.
  • Advisor Group's CPI Aerostructures position peaked at $10K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held CPI Aerostructures as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.