MWM
CVSA

Mascoma Wealth Management’s Covista Inc CVSA Stock Holding History

Mascoma Wealth Management’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
2017
Q4 		– Sell
-145
Closed -$5K – 372
2017
Q3 		$5K Hold
145
– – ﹤0.01% 318
2017
Q2 		$6K Hold
145
– – ﹤0.01% 309
2017
Q1 		$5K Hold
145
– – ﹤0.01% 294
2016
Q4 		$5K Buy
+145
New +$3.92K ﹤0.01% 298

Other funds holding CVSA

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mascoma Wealth Management's CVSA Position: Q4 2017 in Review

Mascoma Wealth Management sold out of Covista Inc (CVSA) in Q4 2017, closing a stake of 145 shares — an estimated $5K sold.

Mascoma Wealth Management first reported a position in CVSA in Q4 2016 and held it in 4 quarters. The position peaked at $6K in Q2 2017. 230 funds tracked by Wall St. Rank hold CVSA as of Q4 2017.

  • Mascoma Wealth Management reported no remaining Covista Inc position as of Q4 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 145 Covista Inc shares in Q4 2017, an estimated $5K.
  • Mascoma Wealth Management first reported a position in Covista Inc in Q4 2016 and held it in 4 quarters.
  • Mascoma Wealth Management's Covista Inc position peaked at $6K in Q2 2017.
  • 230 funds tracked by Wall St. Rank held Covista Inc as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.