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Valeo Financial Advisors’s Cavco Industries CVCO Stock Holding History

Valeo Financial Advisors’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-200
Closed -$35K – 1636
2018
Q1 		$35K Hold
200
– – 0.01% 567
2017
Q4 		$31K Hold
200
– – 0.01% 572
2017
Q3 		$30K Buy
+200
New +$26.6K 0.01% 495

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Valeo Financial Advisors's CVCO Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Cavco Industries (CVCO) in Q2 2018, closing a stake of 200 shares — an estimated $35K sold.

Valeo Financial Advisors first reported a position in CVCO in Q3 2017 and held it in 3 quarters. The position peaked at $35K in Q1 2018. 204 funds tracked by Wall St. Rank hold CVCO as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Cavco Industries position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 Cavco Industries shares in Q2 2018, an estimated $35K.
  • Valeo Financial Advisors first reported a position in Cavco Industries in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Cavco Industries position peaked at $35K in Q1 2018.
  • 204 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.