AIM
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Assured Investment Management’s Cavco Industries CVCO Stock Holding History

Assured Investment 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
Q2 		– Sell
-3
Closed – – 231
2019
Q1 		$0 Sell
3
-1,728
-100% -$236K ﹤0.01% 1171
2018
Q4 		$226K Buy
1,731
+228
+15% +$41.2K 0.01% 862
2018
Q3 		$380K Sell
1,503
-134
-8% -$31K 0.01% 840
2018
Q2 		$340K Buy
+1,637
New +$308K 0.01% 918

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Assured Investment Management's CVCO Position: Q2 2019 in Review

Assured Investment Management sold out of Cavco Industries (CVCO) in Q2 2019, closing a stake of 3 shares.

Assured Investment Management first reported a position in CVCO in Q2 2018 and held it in 4 quarters. The position peaked at $380K in Q3 2018. 189 funds tracked by Wall St. Rank hold CVCO as of Q2 2019.

  • Assured Investment Management reported no remaining Cavco Industries position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 3 Cavco Industries shares in Q2 2019.
  • Assured Investment Management first reported a position in Cavco Industries in Q2 2018 and held it in 4 quarters.
  • Assured Investment Management's Cavco Industries position peaked at $380K in Q3 2018.
  • 189 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.