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Valeo Financial Advisors’s Covenant Logistics CVLG Stock Holding History

Valeo Financial Advisors’s Portfolio CVLG Stock Details CVLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-190
Closed -$3K – 1637
2018
Q1 		$3K Buy
+190
New +$2.66K ﹤0.01% 1245

Other funds holding CVLG

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Covenant Logistics (CVLG) in Q2 2018, closing a stake of 190 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in CVLG in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 127 funds tracked by Wall St. Rank hold CVLG as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Covenant Logistics position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 190 Covenant Logistics shares in Q2 2018, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Covenant Logistics in Q1 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Covenant Logistics position peaked at $3K in Q1 2018.
  • 127 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2018.

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