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Arbor Wealth Management’s EVI Industries EVI Stock Holding History

Arbor Wealth Management’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-373
Closed -$12K – 202
2018
Q4 		$12K Sell
373
-7,817
-95% -$292K 0.01% 114
2018
Q3 		$319K Buy
+8,190
New +$344K 0.25% 48
2018
Q1 		– Sell
-15,158
Closed -$606K – 65
2017
Q4 		$606K Sell
15,158
-4,294
-22% -$123K 0.46% 50
2017
Q3 		$507K Buy
19,452
+10,711
+123% +$303K 0.43% 47
2017
Q2 		$239K Buy
+8,741
New +$202K 0.23% 53

Other funds holding EVI

ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arbor Wealth Management's EVI Position: Q1 2019 in Review

Arbor Wealth Management sold out of EVI Industries (EVI) in Q1 2019, closing a stake of 373 shares — an estimated $12K sold.

Arbor Wealth Management first reported a position in EVI in Q2 2017 and held it in 5 quarters. The position peaked at $606K in Q4 2017. 43 funds tracked by Wall St. Rank hold EVI as of Q1 2019.

  • Arbor Wealth Management reported no remaining EVI Industries position as of Q1 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 373 EVI Industries shares in Q1 2019, an estimated $12K.
  • Arbor Wealth Management first reported a position in EVI Industries in Q2 2017 and held it in 5 quarters.
  • Arbor Wealth Management's EVI Industries position peaked at $606K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held EVI Industries as of Q1 2019.

Based on Arbor Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.