ACM
CVGW

Aviance Capital Management’s Calavo Growers CVGW Stock Holding History

Aviance Capital Management’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,753
Closed -$148K – 290
2017
Q4 		$148K Sell
1,753
-275
-14% -$20.3K 0.01% 196
2017
Q3 		$148K Sell
2,028
-186
-8% -$13.2K 0.01% 191
2017
Q2 		$153K Buy
+2,214
New +$149K 0.01% 186
2014
Q1 		– Sell
-272
Closed -$8K – 300
2013
Q4 		$8K Buy
272
+122
+81% +$3.63K ﹤0.01% 367
2013
Q3 		$5K Buy
+150
New +$4.13K ﹤0.01% 367

Other funds holding CVGW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aviance Capital Management's CVGW Position: Q1 2018 in Review

Aviance Capital Management sold out of Calavo Growers (CVGW) in Q1 2018, closing a stake of 1,753 shares — an estimated $148K sold.

Aviance Capital Management first reported a position in CVGW in Q3 2013 and held it in 5 quarters. The position peaked at $153K in Q2 2017. 210 funds tracked by Wall St. Rank hold CVGW as of Q1 2018.

  • Aviance Capital Management reported no remaining Calavo Growers position as of Q1 2018 after selling out during the quarter.
  • Aviance Capital Management sold 1,753 Calavo Growers shares in Q1 2018, an estimated $148K.
  • Aviance Capital Management first reported a position in Calavo Growers in Q3 2013 and held it in 5 quarters.
  • Aviance Capital Management's Calavo Growers position peaked at $153K in Q2 2017.
  • 210 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2018.

Based on Aviance Capital Management's 13F filing for Q1 2018, filed 15 May 2018.