CWA
CVSA

Cypress Wealth Advisors’s Covista Inc CVSA Stock Holding History

Cypress Wealth Advisors’s Portfolio CVSA Stock Details CVSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,581
Closed -$233K – 94
2017
Q1 		$233K Hold
6,581
– – 0.11% 178
2016
Q4 		$205K Buy
+6,581
New +$178K 0.09% 189

Other funds holding CVSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Cypress Wealth Advisors's CVSA Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Covista Inc (CVSA) in Q2 2017, closing a stake of 6,581 shares — an estimated $233K sold.

Cypress Wealth Advisors first reported a position in CVSA in Q4 2016 and held it in 2 quarters. The position peaked at $233K in Q1 2017. 229 funds tracked by Wall St. Rank hold CVSA as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Covista Inc position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 6,581 Covista Inc shares in Q2 2017, an estimated $233K.
  • Cypress Wealth Advisors first reported a position in Covista Inc in Q4 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's Covista Inc position peaked at $233K in Q1 2017.
  • 229 funds tracked by Wall St. Rank held Covista Inc as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.