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Genovese Burford & Brothers Wealth & Retirement Plan Management’s CVD Equipment Corp CVV Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio CVV Stock Details CVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$1K – 149
2018
Q2 		$1K Hold
100
– – ﹤0.01% 415
2018
Q1 		$1K Hold
100
– – ﹤0.01% 419
2017
Q4 		$2K Buy
+100
New +$1.15K 0.01% 235

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MHP
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Renaissance Technologies
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WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's CVV Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of CVD Equipment Corp (CVV) in Q3 2018, closing a stake of 100 shares — an estimated $1K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CVV in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 28 funds tracked by Wall St. Rank hold CVV as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining CVD Equipment Corp position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 CVD Equipment Corp shares in Q3 2018, an estimated $1K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CVD Equipment Corp in Q4 2017 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's CVD Equipment Corp position peaked at $2K in Q4 2017.
  • 28 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.