Cambridge Investment Research Advisors
NVEE

Cambridge Investment Research Advisors’s NV5 Global NVEE Stock Holding History

Cambridge Investment Research 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
Q2 		– Sell
-15,416
Closed -$229K – 2303
2019
Q1 		$229K Buy
15,416
+2,076
+16% +$35.7K ﹤0.01% 1981
2018
Q4 		$202K Sell
13,340
-120
-0.9% -$2.23K ﹤0.01% 1911
2018
Q3 		$292K Buy
13,460
+404
+3% +$8.33K ﹤0.01% 1814
2018
Q2 		$226K Buy
+13,056
New +$203K ﹤0.01% 1927

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Cambridge Investment Research Advisors's NVEE Position: Q2 2019 in Review

Cambridge Investment Research Advisors sold out of NV5 Global (NVEE) in Q2 2019, closing a stake of 15,416 shares — an estimated $229K sold.

Cambridge Investment Research Advisors first reported a position in NVEE in Q2 2018 and held it in 4 quarters. The position peaked at $292K in Q3 2018. 136 funds tracked by Wall St. Rank hold NVEE as of Q2 2019.

  • Cambridge Investment Research Advisors reported no remaining NV5 Global position as of Q2 2019 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 15,416 NV5 Global shares in Q2 2019, an estimated $229K.
  • Cambridge Investment Research Advisors first reported a position in NV5 Global in Q2 2018 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's NV5 Global position peaked at $292K in Q3 2018.
  • 136 funds tracked by Wall St. Rank held NV5 Global as of Q2 2019.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.