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NVEE

Avantax Planning Partners’s NV5 Global NVEE Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-68
Closed -$1K – 1056
2018
Q1 		$1K Buy
+68
New +$838 ﹤0.01% 1733

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Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Avantax Planning Partners's NVEE Position: Q2 2018 in Review

Avantax Planning Partners sold out of NV5 Global (NVEE) in Q2 2018, closing a stake of 68 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in NVEE in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 123 funds tracked by Wall St. Rank hold NVEE as of Q2 2018.

  • Avantax Planning Partners reported no remaining NV5 Global position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 68 NV5 Global shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in NV5 Global in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's NV5 Global position peaked at $1K in Q1 2018.
  • 123 funds tracked by Wall St. Rank held NV5 Global as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.