West Coast Financial’s Calavo Growers CVGW Stock Holding History

West Coast Financial’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
2017 Q4	–	Sell	-4,100	Closed	-$300K	–	114
2017 Q3	$300K	Hold	4,100	–	–	0.08%	116
2017 Q2	$283K	Hold	4,100	–	–	0.09%	98
2017 Q1	$248K	Hold	4,100	–	–	0.08%	111
2016 Q4	$252K	Hold	4,100	–	–	0.08%	111
2016 Q3	$268K	Hold	4,100	–	–	0.09%	116
2016 Q2	$275K	Hold	4,100	–	–	0.1%	89
2016 Q1	$234K	Hold	4,100	–	–	0.1%	80
2015 Q4	$201K	Buy	+4,100	New	+$208K	0.08%	89
2015 Q3	–	Sell	-4,100	Closed	-$213K	–	92
2015 Q2	$213K	Hold	4,100	–	–	0.09%	90
2015 Q1	$211K	Buy	+4,100	New	+$184K	0.1%	94

Other funds holding CVGW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RIM

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

West Coast Financial's CVGW Position: Q4 2017 in Review

West Coast Financial sold out of Calavo Growers (CVGW) in Q4 2017, closing a stake of 4,100 shares — an estimated $300K sold.

West Coast Financial first reported a position in CVGW in Q1 2015 and held it in 10 quarters. The position peaked at $300K in Q3 2017. 216 funds tracked by Wall St. Rank hold CVGW as of Q4 2017.

West Coast Financial reported no remaining Calavo Growers position as of Q4 2017 after selling out during the quarter.
West Coast Financial sold 4,100 Calavo Growers shares in Q4 2017, an estimated $300K.
West Coast Financial first reported a position in Calavo Growers in Q1 2015 and held it in 10 quarters.
West Coast Financial's Calavo Growers position peaked at $300K in Q3 2017.
216 funds tracked by Wall St. Rank held Calavo Growers as of Q4 2017.

Based on West Coast Financial's 13F filing for Q4 2017, filed 19 Jan 2018.