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SVA Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

SVA Wealth Management’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-25,000
Closed -$216K – 214
2018
Q2 		$216K Buy
+25,000
New +$204K 0.02% 200

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IFP
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State Street
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Jennison Associates
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVA Wealth Management's CMG Position: Q3 2018 in Review

SVA Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q3 2018, closing a stake of 25,000 shares — an estimated $216K sold.

SVA Wealth Management first reported a position in CMG in Q2 2018 and held it in 1 quarter. The position peaked at $216K in Q2 2018. 560 funds tracked by Wall St. Rank hold CMG as of Q3 2018.

  • SVA Wealth Management reported no remaining Chipotle Mexican Grill position as of Q3 2018 after selling out during the quarter.
  • SVA Wealth Management sold 25,000 Chipotle Mexican Grill shares in Q3 2018, an estimated $216K.
  • SVA Wealth Management first reported a position in Chipotle Mexican Grill in Q2 2018 and held it in 1 quarter.
  • SVA Wealth Management's Chipotle Mexican Grill position peaked at $216K in Q2 2018.
  • 560 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2018.

Based on SVA Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.