United Capital Financial Advisors’s Covista Inc CVSA Stock Holding History

United Capital Financial Advisors’s Portfolio CVSA Stock Details CVSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,000	Closed	-$229K	–	1372
2019 Q3	$229K	Hold	6,000	–	–	﹤0.01%	1151
2019 Q2	$270K	Hold	6,000	–	–	﹤0.01%	1259
2019 Q1	$278K	Hold	6,000	–	–	﹤0.01%	1154
2018 Q4	$284K	Hold	6,000	–	–	﹤0.01%	1081
2018 Q3	$289K	Hold	6,000	–	–	﹤0.01%	1120
2018 Q2	$289K	Hold	6,000	–	–	﹤0.01%	1089
2018 Q1	$285K	Hold	6,000	–	–	﹤0.01%	1113
2017 Q4	$256K	Hold	6,000	–	–	﹤0.01%	1165
2017 Q3	$215K	Hold	6,000	–	–	﹤0.01%	1213
2017 Q2	$228K	Sell	6,000 -502	-8%	-$18.7K	﹤0.01%	1164
2017 Q1	$230K	Buy	6,502 +59	+0.9%	+$1.95K	﹤0.01%	1145
2016 Q4	$201K	Buy	+6,443	New	+$174K	﹤0.01%	1186
2015 Q4	–	Sell	-11,000	Closed	-$299K	–	1208
2015 Q3	$299K	Sell	11,000 -1,000	-8%	-$28.4K	﹤0.01%	1054
2015 Q2	$360K	Hold	12,000	–	–	﹤0.01%	1023
2015 Q1	$363K	Hold	12,000	–	–	﹤0.01%	1016
2014 Q4	$570K	Buy	+12,000	New	+$564K	0.01%	783

Other funds holding CVSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

United Capital Financial Advisors's CVSA Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Covista Inc (CVSA) in Q4 2019, closing a stake of 6,000 shares — an estimated $229K sold.

United Capital Financial Advisors first reported a position in CVSA in Q4 2014 and held it in 16 quarters. The position peaked at $570K in Q4 2014. 193 funds tracked by Wall St. Rank hold CVSA as of Q4 2019.

United Capital Financial Advisors reported no remaining Covista Inc position as of Q4 2019 after selling out during the quarter.
United Capital Financial Advisors sold 6,000 Covista Inc shares in Q4 2019, an estimated $229K.
United Capital Financial Advisors first reported a position in Covista Inc in Q4 2014 and held it in 16 quarters.
United Capital Financial Advisors's Covista Inc position peaked at $570K in Q4 2014.
193 funds tracked by Wall St. Rank held Covista Inc as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.