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Winslow Evans & Crocker’s Chicago Rivet & Machine Co CVR Stock Holding History

Winslow Evans & Crocker’s Portfolio CVR Stock Details CVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$6.2K – 1319
2014
Q3 		$6.2K Sell
200
-125
-38% -$4.28K ﹤0.01% 1017
2014
Q2 		$12K Hold
325
– – ﹤0.01% 809
2014
Q1 		$12.7K Buy
325
+50
+18% +$1.94K ﹤0.01% 789
2013
Q4 		$9K Buy
+275
New +$9.85K ﹤0.01% 936

Other funds holding CVR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winslow Evans & Crocker's CVR Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of Chicago Rivet & Machine Co (CVR) in Q4 2014, closing a stake of 200 shares — an estimated $6.2K sold.

Winslow Evans & Crocker first reported a position in CVR in Q4 2013 and held it in 4 quarters. The position peaked at $12.7K in Q1 2014. 15 funds tracked by Wall St. Rank hold CVR as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining Chicago Rivet & Machine Co position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 200 Chicago Rivet & Machine Co shares in Q4 2014, an estimated $6.2K.
  • Winslow Evans & Crocker first reported a position in Chicago Rivet & Machine Co in Q4 2013 and held it in 4 quarters.
  • Winslow Evans & Crocker's Chicago Rivet & Machine Co position peaked at $12.7K in Q1 2014.
  • 15 funds tracked by Wall St. Rank held Chicago Rivet & Machine Co as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.