SFWC
CVA

Strategic Family Wealth Counselors’s Covanta Holding Corporation CVA Stock Holding History

Strategic Family Wealth Counselors’s Portfolio CVA Stock Details CVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-21,714
Closed -$376K – 68
2019
Q1 		$376K Hold
21,714
– – 0.3% 46
2018
Q4 		$291K Buy
+21,714
New +$335K 0.33% 45

Other funds holding CVA

CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Strategic Family Wealth Counselors's CVA Position: Q2 2019 in Review

Strategic Family Wealth Counselors sold out of Covanta Holding Corporation (CVA) in Q2 2019, closing a stake of 21,714 shares — an estimated $376K sold.

Strategic Family Wealth Counselors first reported a position in CVA in Q4 2018 and held it in 2 quarters. The position peaked at $376K in Q1 2019. 232 funds tracked by Wall St. Rank hold CVA as of Q2 2019.

  • Strategic Family Wealth Counselors reported no remaining Covanta Holding Corporation position as of Q2 2019 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 21,714 Covanta Holding Corporation shares in Q2 2019, an estimated $376K.
  • Strategic Family Wealth Counselors first reported a position in Covanta Holding Corporation in Q4 2018 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's Covanta Holding Corporation position peaked at $376K in Q1 2019.
  • 232 funds tracked by Wall St. Rank held Covanta Holding Corporation as of Q2 2019.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2019, filed 17 Jul 2019.