Advisor Group’s KVH Industries KVHI Stock Holding History

Advisor Group’s Portfolio KVHI Stock Details KVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3K	Hold	286	–	–	﹤0.01%	4847
2019 Q3	$3K	Hold	286	–	–	﹤0.01%	4846
2019 Q2	$3K	Hold	286	–	–	﹤0.01%	4866
2019 Q1	$3K	Hold	286	–	–	﹤0.01%	4848
2018 Q4	$3K	Hold	286	–	–	﹤0.01%	4717
2018 Q3	$4K	Buy	+286	New	+$3.6K	﹤0.01%	4663
2018 Q2	–	Sell	-2,406	Closed	-$25K	–	4987
2018 Q1	$25K	Hold	2,406	–	–	﹤0.01%	3545
2017 Q4	$25K	Hold	2,406	–	–	﹤0.01%	3562
2017 Q3	$29K	Sell	2,406 -585	-20%	-$6.38K	﹤0.01%	3341
2017 Q2	$28K	Hold	2,991	–	–	﹤0.01%	3261
2017 Q1	$25K	Sell	2,991 -100	-3%	-$976	﹤0.01%	3220
2016 Q4	$36K	Buy	3,091 +100	+3%	+$988	﹤0.01%	2845
2016 Q3	$26K	Sell	2,991 -968	-24%	-$8.25K	﹤0.01%	2989
2016 Q2	$30K	Buy	+3,959	New	+$34.4K	﹤0.01%	2782

Other funds holding KVHI

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Advisor Group's KVHI Position: Q4 2019 in Review

Advisor Group held its KVH Industries (KVHI) position steady in Q4 2019 at 286 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4847.

Advisor Group first reported a position in KVHI in Q2 2016 and has held it in 14 quarters since. The position peaked at $36K in Q4 2016. 65 funds tracked by Wall St. Rank hold KVHI as of Q4 2019.

Advisor Group held 286 shares of KVH Industries worth $3K as of Q4 2019.
Advisor Group left its KVH Industries share count unchanged in Q4 2019.
KVH Industries made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4847 holding.
Advisor Group first reported a position in KVH Industries in Q2 2016 and has held it in 14 quarters since.
Advisor Group's KVH Industries position peaked at $36K in Q4 2016.
65 funds tracked by Wall St. Rank held KVH Industries as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.