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Executive Wealth Management’s Cavco Industries CVCO Stock Holding History

Executive Wealth 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
Q3 		– Sell
-82
Closed -$13K – 280
2019
Q2 		$13K Hold
82
– – ﹤0.01% 558
2019
Q1 		$10K Hold
82
– – ﹤0.01% 547
2018
Q4 		$11K Buy
+82
New +$14.8K ﹤0.01% 538

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Executive Wealth Management's CVCO Position: Q3 2019 in Review

Executive Wealth Management sold out of Cavco Industries (CVCO) in Q3 2019, closing a stake of 82 shares — an estimated $13K sold.

Executive Wealth Management first reported a position in CVCO in Q4 2018 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 193 funds tracked by Wall St. Rank hold CVCO as of Q3 2019.

  • Executive Wealth Management reported no remaining Cavco Industries position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 82 Cavco Industries shares in Q3 2019, an estimated $13K.
  • Executive Wealth Management first reported a position in Cavco Industries in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Cavco Industries position peaked at $13K in Q2 2019.
  • 193 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.