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Winslow Evans & Crocker’s Coda Octopus Group CODA Stock Holding History

Winslow Evans & Crocker’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-195
Closed -$1K – 1097
2020
Q2 		$1K Sell
195
-1
-0.5% -$5 ﹤0.01% 1082
2020
Q1 		$2K Hold
196
– – ﹤0.01% 992
2019
Q4 		$2K Hold
196
– – ﹤0.01% 1077
2019
Q3 		$2K Hold
196
– – ﹤0.01% 1069
2019
Q2 		$4K Buy
+196
New +$2.58K ﹤0.01% 988

Other funds holding CODA

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Winslow Evans & Crocker's CODA Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Coda Octopus Group (CODA) in Q3 2020, closing a stake of 195 shares — an estimated $1K sold.

Winslow Evans & Crocker first reported a position in CODA in Q2 2019 and held it in 5 quarters. The position peaked at $4K in Q2 2019. 25 funds tracked by Wall St. Rank hold CODA as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining Coda Octopus Group position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 195 Coda Octopus Group shares in Q3 2020, an estimated $1K.
  • Winslow Evans & Crocker first reported a position in Coda Octopus Group in Q2 2019 and held it in 5 quarters.
  • Winslow Evans & Crocker's Coda Octopus Group position peaked at $4K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held Coda Octopus Group as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.