UFA
CVGW

US Financial Advisors’s Calavo Growers CVGW Stock Holding History

US Financial Advisors’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-37
Closed -$2K – 115
2016
Q1 		$2K Hold
37
– – ﹤0.01% 313
2015
Q4 		$2K Hold
37
– – ﹤0.01% 451
2015
Q3 		$2K Hold
37
– – ﹤0.01% 390
2015
Q2 		$2K Buy
+37
New +$1.93K ﹤0.01% 364

Other funds holding CVGW

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Financial Advisors's CVGW Position: Q2 2016 in Review

US Financial Advisors sold out of Calavo Growers (CVGW) in Q2 2016, closing a stake of 37 shares — an estimated $2K sold.

US Financial Advisors first reported a position in CVGW in Q2 2015 and held it in 4 quarters. The position peaked at $2K in Q1 2016. 175 funds tracked by Wall St. Rank hold CVGW as of Q2 2016.

  • US Financial Advisors reported no remaining Calavo Growers position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 37 Calavo Growers shares in Q2 2016, an estimated $2K.
  • US Financial Advisors first reported a position in Calavo Growers in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Calavo Growers position peaked at $2K in Q1 2016.
  • 175 funds tracked by Wall St. Rank held Calavo Growers as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.