RSA
CVGW

Robertson Stephens Advisors’s Calavo Growers CVGW Stock Holding History

Robertson Stephens Advisors’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$231K Sell
3,155
-750
-19% -$53.1K 0.2% 60
2017
Q2 		$270K Buy
+3,905
New +$263K 0.24% 57

Other funds holding CVGW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Robertson Stephens Advisors's CVGW Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its Calavo Growers (CVGW) stake by 19% in Q3 2017, selling an estimated $53.1K and leaving 3,155 shares worth $231K. The position accounts for 0.2% of the portfolio, ranked #60.

Robertson Stephens Advisors first reported a position in CVGW in Q2 2017 and has held it in 2 quarters since. The position peaked at $270K in Q2 2017. 193 funds tracked by Wall St. Rank hold CVGW as of Q3 2017.

  • Robertson Stephens Advisors held 3,155 shares of Calavo Growers worth $231K as of Q3 2017.
  • Robertson Stephens Advisors sold 750 Calavo Growers shares in Q3 2017, an estimated $53.1K.
  • Calavo Growers made up 0.2% of Robertson Stephens Advisors's portfolio in Q3 2017, its #60 holding.
  • Robertson Stephens Advisors first reported a position in Calavo Growers in Q2 2017 and has held it in 2 quarters since.
  • Robertson Stephens Advisors's Calavo Growers position peaked at $270K in Q2 2017.
  • 193 funds tracked by Wall St. Rank held Calavo Growers as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.