CAPTRUST Financial Advisors
SVT

CAPTRUST Financial Advisors’s Servotronics SVT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SVT Stock Details SVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,008
Closed -$20K – 1709
2019
Q3 		$20K Hold
2,008
– – ﹤0.01% 1306
2019
Q2 		$20K Hold
2,008
– – ﹤0.01% 1279
2019
Q1 		$24K Buy
+2,008
New +$23.3K ﹤0.01% 1121

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BCM
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JIR
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Bank of America
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UBS Group
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BlackRock
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