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Geneva Advisors’s Consumer Portfolio Services CPSS Stock Holding History

Geneva Advisors’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$71K Buy
15,589
+5,000
+47% +$22.6K ﹤0.01% 709
2017
Q1 		$50K Hold
10,589
– – ﹤0.01% 733
2016
Q4 		$54K Sell
10,589
-3,411
-24% -$16.4K ﹤0.01% 737
2016
Q3 		$64K Hold
14,000
– – ﹤0.01% 709
2016
Q2 		$53K Hold
14,000
– – ﹤0.01% 668
2016
Q1 		$59K Buy
+14,000
New +$60K ﹤0.01% 660

Other funds holding CPSS

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geneva Advisors's CPSS Position: Q2 2017 in Review

Geneva Advisors increased its Consumer Portfolio Services (CPSS) stake by 47% in Q2 2017, buying an estimated $22.6K and bringing the position to 15,589 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Geneva Advisors first reported a position in CPSS in Q1 2016 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold CPSS as of Q2 2017.

  • Geneva Advisors held 15,589 shares of Consumer Portfolio Services worth $71K as of Q2 2017.
  • Geneva Advisors bought 5,000 Consumer Portfolio Services shares in Q2 2017, an estimated $22.6K.
  • Consumer Portfolio Services made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #709 holding.
  • Geneva Advisors first reported a position in Consumer Portfolio Services in Q1 2016 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.