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Cavalier Investments’s Installed Building Products IBP Stock Holding History

Cavalier Investments’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-12,700
Closed -$461K – 145
2016
Q2 		$461K Buy
+12,700
New +$395K 0.27% 72

Other funds holding IBP

BFA
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SHIM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cavalier Investments's IBP Position: Q3 2016 in Review

Cavalier Investments sold out of Installed Building Products (IBP) in Q3 2016, closing a stake of 12,700 shares — an estimated $461K sold.

Cavalier Investments first reported a position in IBP in Q2 2016 and held it in 1 quarter. The position peaked at $461K in Q2 2016. 141 funds tracked by Wall St. Rank hold IBP as of Q3 2016.

  • Cavalier Investments reported no remaining Installed Building Products position as of Q3 2016 after selling out during the quarter.
  • Cavalier Investments sold 12,700 Installed Building Products shares in Q3 2016, an estimated $461K.
  • Cavalier Investments first reported a position in Installed Building Products in Q2 2016 and held it in 1 quarter.
  • Cavalier Investments's Installed Building Products position peaked at $461K in Q2 2016.
  • 141 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2016.

Based on Cavalier Investments's 13F filing for Q3 2016, filed 14 Nov 2016.