KWM
CGI

Kingsview Wealth Management’s Celadon Group Inc CGI Stock Holding History

Kingsview Wealth Management’s Portfolio CGI Stock Details CGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-52,240
Closed -$353K – 457
2017
Q3 		$353K Buy
+52,240
New +$246K 0.16% 186

Other funds holding CGI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LM
Litespeed Management New York $48.2M AUM 9.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Kingsview Wealth Management's CGI Position: Q4 2017 in Review

Kingsview Wealth Management sold out of Celadon Group Inc (CGI) in Q4 2017, closing a stake of 52,240 shares — an estimated $353K sold.

Kingsview Wealth Management first reported a position in CGI in Q3 2017 and held it in 1 quarter. The position peaked at $353K in Q3 2017. 82 funds tracked by Wall St. Rank hold CGI as of Q4 2017.

  • Kingsview Wealth Management reported no remaining Celadon Group Inc position as of Q4 2017 after selling out during the quarter.
  • Kingsview Wealth Management sold 52,240 Celadon Group Inc shares in Q4 2017, an estimated $353K.
  • Kingsview Wealth Management first reported a position in Celadon Group Inc in Q3 2017 and held it in 1 quarter.
  • Kingsview Wealth Management's Celadon Group Inc position peaked at $353K in Q3 2017.
  • 82 funds tracked by Wall St. Rank held Celadon Group Inc as of Q4 2017.

Based on Kingsview Wealth Management's 13F filing for Q4 2017, filed 29 Jan 2020.