WealthTrust-Arizona’s Calavo Growers CVGW Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$12K	Hold	164	–	–	0.01%	348
2018 Q3	$16K	Sell	164 -2	-1%	-$198	0.01%	327
2018 Q2	$16K	Sell	166 -19	-10%	-$1.77K	0.01%	308
2018 Q1	$17K	Hold	185	–	–	0.01%	309
2017 Q4	$16K	Hold	185	–	–	0.01%	325
2017 Q3	$14K	Hold	185	–	–	0.01%	333
2017 Q2	$13K	Hold	185	–	–	0.01%	332
2017 Q1	$11K	Hold	185	–	–	0.01%	368
2016 Q4	$11K	Sell	185 -21	-10%	-$1.28K	0.01%	356
2016 Q3	$13K	Hold	206	–	–	0.01%	325
2016 Q2	$14K	Hold	206	–	–	0.01%	291
2016 Q1	$12K	Hold	206	–	–	0.01%	320
2015 Q4	$10K	Buy	+206	New	+$10.5K	0.01%	375

Other funds holding CVGW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return