Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
UCFA
CVSA
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
Shares
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
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
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
$2.9T AUM
29.55%
1-Year Est. Return
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
FC
Fairpointe Capital
Chicago, Illinois
$66.3M AUM
101.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close