AWM
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AE Wealth Management’s Cavco Industries CVCO Stock Holding History

AE Wealth Management’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 		– Sell
-1,395
Closed -$268K – 1138
2019
Q3 		$268K Sell
1,395
-855
-38% -$151K 0.01% 824
2019
Q2 		$354K Buy
+2,250
New +$306K 0.01% 694

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

AE Wealth Management's CVCO Position: Q4 2019 in Review

AE Wealth Management sold out of Cavco Industries (CVCO) in Q4 2019, closing a stake of 1,395 shares — an estimated $268K sold.

AE Wealth Management first reported a position in CVCO in Q2 2019 and held it in 2 quarters. The position peaked at $354K in Q2 2019. 202 funds tracked by Wall St. Rank hold CVCO as of Q4 2019.

  • AE Wealth Management reported no remaining Cavco Industries position as of Q4 2019 after selling out during the quarter.
  • AE Wealth Management sold 1,395 Cavco Industries shares in Q4 2019, an estimated $268K.
  • AE Wealth Management first reported a position in Cavco Industries in Q2 2019 and held it in 2 quarters.
  • AE Wealth Management's Cavco Industries position peaked at $354K in Q2 2019.
  • 202 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2019.

Based on AE Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.