IPC
CVSA

Independent Portfolio Consultants’s Covista Inc CVSA Stock Holding History

Independent Portfolio Consultants’s Portfolio CVSA Stock Details CVSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-7
Closed – – 873
2015
Q1 		$0 Sell
7
-1,633
-100% -$63.4K ﹤0.01% 987
2014
Q4 		$78K Buy
1,640
+600
+58% +$28.2K 0.02% 562
2014
Q3 		$45K Buy
+1,040
New +$44.2K 0.01% 643

Other funds holding CVSA

IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Portfolio Consultants's CVSA Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Covista Inc (CVSA) in Q2 2015, closing a stake of 7 shares.

Independent Portfolio Consultants first reported a position in CVSA in Q3 2014 and held it in 3 quarters. The position peaked at $78K in Q4 2014. 184 funds tracked by Wall St. Rank hold CVSA as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Covista Inc position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 7 Covista Inc shares in Q2 2015.
  • Independent Portfolio Consultants first reported a position in Covista Inc in Q3 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's Covista Inc position peaked at $78K in Q4 2014.
  • 184 funds tracked by Wall St. Rank held Covista Inc as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.