RA
CVS icon

Riverside Advisors’s CVS Health CVS Stock Holding History

Riverside Advisors’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
2013
Q2 		$822K Buy
+14,380
New +$833K 5.6% 3

Other funds holding CVS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Riverside Advisors's CVS Position: Q2 2013 in Review

Riverside Advisors opened a new position in CVS Health (CVS) in Q2 2013: 14,380 shares worth $822K. The stake represents 5.6% of the portfolio and ranks #3 among its holdings.

1,107 funds tracked by Wall St. Rank hold CVS as of Q2 2013.

  • Riverside Advisors held 14,380 shares of CVS Health worth $822K as of Q2 2013.
  • CVS Health was a new Riverside Advisors position in Q2 2013.
  • CVS Health made up 5.6% of Riverside Advisors's portfolio in Q2 2013, its #3 holding.
  • 1,107 funds tracked by Wall St. Rank held CVS Health as of Q2 2013.

Based on Riverside Advisors's 13F filing for Q2 2013, filed 9 Aug 2013.