HW
CVR icon

Hedeker Wealth’s Chicago Rivet & Machine Co CVR Stock Holding History

Hedeker Wealth’s Portfolio CVR Stock Details CVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-102
Closed -$2K – 94
2015
Q4 		$2K Buy
+102
New +$2.56K ﹤0.01% 125
2015
Q3 		– Sell
-102
Closed -$2K – 109
2015
Q2 		$2K Buy
+102
New +$3.11K ﹤0.01% 145
2015
Q1 		– Sell
-102
Closed -$3K – 102
2014
Q4 		$3K Buy
+102
New +$3.13K ﹤0.01% 131

Other funds holding CVR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hedeker Wealth's CVR Position: Q1 2016 in Review

Hedeker Wealth sold out of Chicago Rivet & Machine Co (CVR) in Q1 2016, closing a stake of 102 shares — an estimated $2K sold.

Hedeker Wealth first reported a position in CVR in Q4 2014 and held it in 3 quarters. The position peaked at $3K in Q4 2014. 17 funds tracked by Wall St. Rank hold CVR as of Q1 2016.

  • Hedeker Wealth reported no remaining Chicago Rivet & Machine Co position as of Q1 2016 after selling out during the quarter.
  • Hedeker Wealth sold 102 Chicago Rivet & Machine Co shares in Q1 2016, an estimated $2K.
  • Hedeker Wealth first reported a position in Chicago Rivet & Machine Co in Q4 2014 and held it in 3 quarters.
  • Hedeker Wealth's Chicago Rivet & Machine Co position peaked at $3K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held Chicago Rivet & Machine Co as of Q1 2016.

Based on Hedeker Wealth's 13F filing for Q1 2016, filed 10 May 2016.