Bridgeworth’s Enviva Inc. EVA Stock Holding History

Bridgeworth’s Portfolio EVA Stock Details EVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,500	Closed	-$72K	–	570
2018 Q2	$72K	Buy	+2,500	New	+$72.3K	0.03%	230
2017 Q4	–	Sell	-8,000	Closed	-$236K	–	68
2017 Q3	$236K	Sell	8,000 -5,250	-40%	-$151K	0.33%	53
2017 Q2	$377K	Buy	+13,250	New	+$372K	0.19%	90
2017 Q1	–	Sell	-13,250	Closed	-$364K	–	154
2016 Q4	$364K	Buy	+13,250	New	+$360K	0.2%	82

Other funds holding EVA

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FSH

Franklin Square Holdings Philadelphia, Pennsylvania $73.6M AUM 12.8% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bridgeworth's EVA Position: Q3 2018 in Review

Bridgeworth sold out of Enviva Inc. (EVA) in Q3 2018, closing a stake of 2,500 shares — an estimated $72K sold.

Bridgeworth first reported a position in EVA in Q4 2016 and held it in 4 quarters. The position peaked at $377K in Q2 2017. 63 funds tracked by Wall St. Rank hold EVA as of Q3 2018.

Bridgeworth reported no remaining Enviva Inc. position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 2,500 Enviva Inc. shares in Q3 2018, an estimated $72K.
Bridgeworth first reported a position in Enviva Inc. in Q4 2016 and held it in 4 quarters.
Bridgeworth's Enviva Inc. position peaked at $377K in Q2 2017.
63 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.