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Hapanowicz & Associates Financial Services’s Commercial Vehicle Group CVGI Stock Holding History

Hapanowicz & Associates Financial Services’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-44,656
Closed -$293K – 22
2017
Q1 		$293K Hold
44,656
– – 0.26% 17
2016
Q4 		$240K Buy
+44,656
New +$237K 0.22% 19

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NI
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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CAM
ClariVest Asset Management San Diego, California $980M AUM 60.89% 1-Year Est. Return

Hapanowicz & Associates Financial Services's CVGI Position: Q2 2017 in Review

Hapanowicz & Associates Financial Services sold out of Commercial Vehicle Group (CVGI) in Q2 2017, closing a stake of 44,656 shares — an estimated $293K sold.

Hapanowicz & Associates Financial Services first reported a position in CVGI in Q4 2016 and held it in 2 quarters. The position peaked at $293K in Q1 2017. 95 funds tracked by Wall St. Rank hold CVGI as of Q2 2017.

  • Hapanowicz & Associates Financial Services reported no remaining Commercial Vehicle Group position as of Q2 2017 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 44,656 Commercial Vehicle Group shares in Q2 2017, an estimated $293K.
  • Hapanowicz & Associates Financial Services first reported a position in Commercial Vehicle Group in Q4 2016 and held it in 2 quarters.
  • Hapanowicz & Associates Financial Services's Commercial Vehicle Group position peaked at $293K in Q1 2017.
  • 95 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q2 2017.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2017, filed 28 Jul 2017.