LPT
CVSA

Legacy Private Trust’s Covista Inc CVSA Stock Holding History

Legacy Private Trust’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
2018
Q1 		– Sell
-10,000
Closed -$421K – 231
2017
Q4 		$421K Hold
10,000
– – 0.05% 174
2017
Q3 		$359K Hold
10,000
– – 0.04% 188
2017
Q2 		$380K Hold
10,000
– – 0.05% 183
2017
Q1 		$355K Sell
10,000
-3,650
-27% -$121K 0.05% 195
2016
Q4 		$426K Buy
13,650
+440
+3% +$11.9K 0.06% 188
2016
Q3 		$305K Buy
+13,210
New +$295K 0.04% 203

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Legacy Private Trust's CVSA Position: Q1 2018 in Review

Legacy Private Trust sold out of Covista Inc (CVSA) in Q1 2018, closing a stake of 10,000 shares — an estimated $421K sold.

Legacy Private Trust first reported a position in CVSA in Q3 2016 and held it in 6 quarters. The position peaked at $426K in Q4 2016. 217 funds tracked by Wall St. Rank hold CVSA as of Q1 2018.

  • Legacy Private Trust reported no remaining Covista Inc position as of Q1 2018 after selling out during the quarter.
  • Legacy Private Trust sold 10,000 Covista Inc shares in Q1 2018, an estimated $421K.
  • Legacy Private Trust first reported a position in Covista Inc in Q3 2016 and held it in 6 quarters.
  • Legacy Private Trust's Covista Inc position peaked at $426K in Q4 2016.
  • 217 funds tracked by Wall St. Rank held Covista Inc as of Q1 2018.

Based on Legacy Private Trust's 13F filing for Q1 2018, filed 13 Apr 2018.