AA
NVEE

ALPS Advisors’s NV5 Global NVEE Stock Holding History

ALPS Advisors’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-20,320
Closed -$308K – 974
2018
Q4 		$308K Sell
20,320
-1,008
-5% -$18.7K ﹤0.01% 787
2018
Q3 		$462K Sell
21,328
-12,212
-36% -$252K ﹤0.01% 818
2018
Q2 		$581K Sell
33,540
-1,584
-5% -$24.7K ﹤0.01% 500
2018
Q1 		$490K Buy
+35,124
New +$433K ﹤0.01% 528

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

ALPS Advisors's NVEE Position: Q1 2019 in Review

ALPS Advisors sold out of NV5 Global (NVEE) in Q1 2019, closing a stake of 20,320 shares — an estimated $308K sold.

ALPS Advisors first reported a position in NVEE in Q1 2018 and held it in 4 quarters. The position peaked at $581K in Q2 2018. 131 funds tracked by Wall St. Rank hold NVEE as of Q1 2019.

  • ALPS Advisors reported no remaining NV5 Global position as of Q1 2019 after selling out during the quarter.
  • ALPS Advisors sold 20,320 NV5 Global shares in Q1 2019, an estimated $308K.
  • ALPS Advisors first reported a position in NV5 Global in Q1 2018 and held it in 4 quarters.
  • ALPS Advisors's NV5 Global position peaked at $581K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held NV5 Global as of Q1 2019.

Based on ALPS Advisors's 13F filing for Q1 2019, filed 1 May 2019.