MPPLM
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Midwest Professional Planners Ltd (MPPL)’s CVS Health CVS Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,779
Closed -$114K – 139
2018
Q2 		$114K Buy
1,779
+75
+4% +$4.94K 0.1% 111
2018
Q1 		$106K Buy
1,704
+166
+11% +$11.9K 0.1% 114
2017
Q4 		$112K Buy
+1,538
New +$112K 0.1% 116

Other funds holding CVS

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s CVS Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of CVS Health (CVS) in Q3 2018, closing a stake of 1,779 shares — an estimated $114K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in CVS in Q4 2017 and held it in 3 quarters. The position peaked at $114K in Q2 2018. 1,600 funds tracked by Wall St. Rank hold CVS as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining CVS Health position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 1,779 CVS Health shares in Q3 2018, an estimated $114K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in CVS Health in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s CVS Health position peaked at $114K in Q2 2018.
  • 1,600 funds tracked by Wall St. Rank held CVS Health as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.