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Stone Toro Investment Advisers’s CVS Health CVS Stock Holding History

Stone Toro Investment Advisers’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
2014
Q1 		– Sell
-6,200
Closed -$444K – 147
2013
Q4 		$444K Buy
+6,200
New +$398K 0.4% 64

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stone Toro Investment Advisers's CVS Position: Q1 2014 in Review

Stone Toro Investment Advisers sold out of CVS Health (CVS) in Q1 2014, closing a stake of 6,200 shares — an estimated $444K sold.

Stone Toro Investment Advisers first reported a position in CVS in Q4 2013 and held it in 1 quarter. The position peaked at $444K in Q4 2013. 1,236 funds tracked by Wall St. Rank hold CVS as of Q1 2014.

  • Stone Toro Investment Advisers reported no remaining CVS Health position as of Q1 2014 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 6,200 CVS Health shares in Q1 2014, an estimated $444K.
  • Stone Toro Investment Advisers first reported a position in CVS Health in Q4 2013 and held it in 1 quarter.
  • Stone Toro Investment Advisers's CVS Health position peaked at $444K in Q4 2013.
  • 1,236 funds tracked by Wall St. Rank held CVS Health as of Q1 2014.

Based on Stone Toro Investment Advisers's 13F filing for Q1 2014, filed 25 Apr 2014.