IPC
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Independent Portfolio Consultants’s Cavco Industries CVCO Stock Holding History

Independent Portfolio Consultants’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
2015
Q1 		– Sell
-40
Closed -$3K – 997
2014
Q4 		$3K Buy
+40
New +$2.94K ﹤0.01% 747

Other funds holding CVCO

TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Independent Portfolio Consultants's CVCO Position: Q1 2015 in Review

Independent Portfolio Consultants sold out of Cavco Industries (CVCO) in Q1 2015, closing a stake of 40 shares — an estimated $3K sold.

Independent Portfolio Consultants first reported a position in CVCO in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 90 funds tracked by Wall St. Rank hold CVCO as of Q1 2015.

  • Independent Portfolio Consultants reported no remaining Cavco Industries position as of Q1 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 40 Cavco Industries shares in Q1 2015, an estimated $3K.
  • Independent Portfolio Consultants first reported a position in Cavco Industries in Q4 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's Cavco Industries position peaked at $3K in Q4 2014.
  • 90 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2015.

Based on Independent Portfolio Consultants's 13F filing for Q1 2015, filed 27 May 2015.