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Wealthspire Advisors (Maryland)’s Cavco Industries CVCO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-12
Closed -$1K – 811
2019
Q1 		$1K Hold
12
– – ﹤0.01% 2316
2018
Q4 		$2K Sell
12
-5
-29% -$904 ﹤0.01% 2069
2018
Q3 		$4K Hold
17
– – ﹤0.01% 1886
2018
Q2 		$4K Buy
17
+5
+42% +$940 ﹤0.01% 1867
2018
Q1 		$2K Hold
12
– – ﹤0.01% 2148
2017
Q4 		$2K Buy
12
+10
+500% +$1.5K ﹤0.01% 2102
2017
Q3 		$0 Buy
+2
New +$266 ﹤0.01% 2288

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CVCO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cavco Industries (CVCO) in Q2 2019, closing a stake of 12 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CVCO in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 189 funds tracked by Wall St. Rank hold CVCO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cavco Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12 Cavco Industries shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Cavco Industries in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Cavco Industries position peaked at $4K in Q3 2018.
  • 189 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.