Advisory Research’s Chicago Rivet & Machine Co CVR Stock Holding History

Advisory Research’s Portfolio CVR Stock Details CVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-14,755	Closed	-$531K	–	437
2017 Q2	$531K	Hold	14,755	–	–	0.01%	362
2017 Q1	$596K	Hold	14,755	–	–	0.01%	349
2016 Q4	$614K	Hold	14,755	–	–	0.01%	307
2016 Q3	$421K	Hold	14,755	–	–	0.01%	217
2016 Q2	$398K	Sell	14,755 -8,500	-37%	-$221K	0.01%	220
2016 Q1	$560K	Sell	23,255 -5,000	-18%	-$121K	0.01%	210
2015 Q4	$655K	Hold	28,255	–	–	0.01%	220
2015 Q3	$706K	Hold	28,255	–	–	0.01%	236
2015 Q2	$791K	Hold	28,255	–	–	0.01%	250
2015 Q1	$929K	Hold	28,255	–	–	0.01%	250
2014 Q4	$869K	Hold	28,255	–	–	0.01%	267
2014 Q3	$876K	Hold	28,255	–	–	0.01%	261
2014 Q2	$1.04M	Hold	28,255	–	–	0.01%	249
2014 Q1	$1.1M	Sell	28,255 -37,445	-57%	-$1.45M	0.01%	235
2013 Q4	$2.18M	Hold	65,700	–	–	0.02%	192
2013 Q3	$1.96M	Hold	65,700	–	–	0.02%	204
2013 Q2	$1.77M	Buy	+65,700	New	+$1.68M	0.02%	210

Other funds holding CVR

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisory Research's CVR Position: Q3 2017 in Review

Advisory Research sold out of Chicago Rivet & Machine Co (CVR) in Q3 2017, closing a stake of 14,755 shares — an estimated $531K sold.

Advisory Research first reported a position in CVR in Q2 2013 and held it in 17 quarters. The position peaked at $2.18M in Q4 2013. 13 funds tracked by Wall St. Rank hold CVR as of Q3 2017.

Advisory Research reported no remaining Chicago Rivet & Machine Co position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 14,755 Chicago Rivet & Machine Co shares in Q3 2017, an estimated $531K.
Advisory Research first reported a position in Chicago Rivet & Machine Co in Q2 2013 and held it in 17 quarters.
Advisory Research's Chicago Rivet & Machine Co position peaked at $2.18M in Q4 2013.
13 funds tracked by Wall St. Rank held Chicago Rivet & Machine Co as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.