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Kavar Capital Partners Group’s Compass Diversified CODI Stock Holding History

Kavar Capital Partners Group’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,600
Closed -$31K – 194
2019
Q2 		$31K Buy
+1,600
New +$27.3K 0.01% 273

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Schroder Investment Management Group
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EFS
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Northern Trust
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Mirae Asset Global Investments
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Kavar Capital Partners Group's CODI Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Compass Diversified (CODI) in Q3 2019, closing a stake of 1,600 shares — an estimated $31K sold.

Kavar Capital Partners Group first reported a position in CODI in Q2 2019 and held it in 1 quarter. The position peaked at $31K in Q2 2019. 135 funds tracked by Wall St. Rank hold CODI as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining Compass Diversified position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 1,600 Compass Diversified shares in Q3 2019, an estimated $31K.
  • Kavar Capital Partners Group first reported a position in Compass Diversified in Q2 2019 and held it in 1 quarter.
  • Kavar Capital Partners Group's Compass Diversified position peaked at $31K in Q2 2019.
  • 135 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.