Wright Private Asset Management’s CVS Health CVS Stock Holding History

Wright Private Asset Management’s Portfolio CVS Stock Details CVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q2	$268K	Buy	+4,690	New	+$272K	2.45%	20

Other funds holding CVS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Wright Private Asset Management's CVS Position: Q2 2013 in Review

Wright Private Asset Management opened a new position in CVS Health (CVS) in Q2 2013: 4,690 shares worth $268K. The stake represents 2.45% of the portfolio and ranks #20 among its holdings.

1,107 funds tracked by Wall St. Rank hold CVS as of Q2 2013.

Wright Private Asset Management held 4,690 shares of CVS Health worth $268K as of Q2 2013.
CVS Health was a new Wright Private Asset Management position in Q2 2013.
CVS Health made up 2.45% of Wright Private Asset Management's portfolio in Q2 2013, its #20 holding.
1,107 funds tracked by Wall St. Rank held CVS Health as of Q2 2013.

Based on Wright Private Asset Management's 13F filing for Q2 2013, filed 31 Jul 2013.