WAM
COTV

Wealthspire Advisors (Maryland)’s Cotiviti Holdings, Inc. COTV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio COTV Stock Details COTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,833
Closed -$81K – 2609
2018
Q2 		$81K Buy
1,833
+476
+35% +$17.3K 0.01% 791
2018
Q1 		$47K Buy
1,357
+110
+9% +$3.76K ﹤0.01% 1017
2017
Q4 		$40K Sell
1,247
-210
-14% -$6.97K ﹤0.01% 1103
2017
Q3 		$52K Sell
1,457
-94
-6% -$3.54K 0.01% 973
2017
Q2 		$58K Hold
1,551
– – 0.01% 898
2017
Q1 		$65K Buy
1,551
+103
+7% +$3.75K 0.01% 734
2016
Q4 		$50K Buy
1,448
+18
+1% +$596 0.01% 769
2016
Q3 		$48K Sell
1,430
-179
-11% -$5.03K 0.01% 787
2016
Q2 		$34K Buy
+1,609
New +$30.6K 0.01% 827

Other funds holding COTV

UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s COTV Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Cotiviti Holdings, Inc. (COTV) in Q3 2018, closing a stake of 1,833 shares — an estimated $81K sold.

Wealthspire Advisors (Maryland) first reported a position in COTV in Q2 2016 and held it in 9 quarters. The position peaked at $81K in Q2 2018. 1 fund tracked by Wall St. Rank holds COTV as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Cotiviti Holdings, Inc. position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,833 Cotiviti Holdings, Inc. shares in Q3 2018, an estimated $81K.
  • Wealthspire Advisors (Maryland) first reported a position in Cotiviti Holdings, Inc. in Q2 2016 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Cotiviti Holdings, Inc. position peaked at $81K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Cotiviti Holdings, Inc. as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.