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Burney Company’s KVH Industries KVHI Stock Holding History

Burney Company’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
2018
Q3 		– Sell
-29,254
Closed -$392K – 457
2018
Q2 		$392K Hold
29,254
– – 0.02% 346
2018
Q1 		$303K Hold
29,254
– – 0.02% 335
2017
Q4 		$303K Buy
+29,254
New +$325K 0.02% 342

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Burney Company's KVHI Position: Q3 2018 in Review

Burney Company sold out of KVH Industries (KVHI) in Q3 2018, closing a stake of 29,254 shares — an estimated $392K sold.

Burney Company first reported a position in KVHI in Q4 2017 and held it in 3 quarters. The position peaked at $392K in Q2 2018. 69 funds tracked by Wall St. Rank hold KVHI as of Q3 2018.

  • Burney Company reported no remaining KVH Industries position as of Q3 2018 after selling out during the quarter.
  • Burney Company sold 29,254 KVH Industries shares in Q3 2018, an estimated $392K.
  • Burney Company first reported a position in KVH Industries in Q4 2017 and held it in 3 quarters.
  • Burney Company's KVH Industries position peaked at $392K in Q2 2018.
  • 69 funds tracked by Wall St. Rank held KVH Industries as of Q3 2018.

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