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Capstone Financial Advisors’s Evolent Health EVH Stock Holding History

Capstone Financial Advisors’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-23,682
Closed -$499K – 89
2018
Q2 		$499K Hold
23,682
– – 0.15% 37
2018
Q1 		$337K Buy
+23,682
New +$339K 0.11% 45

Other funds holding EVH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Capstone Financial Advisors's EVH Position: Q3 2018 in Review

Capstone Financial Advisors sold out of Evolent Health (EVH) in Q3 2018, closing a stake of 23,682 shares — an estimated $499K sold.

Capstone Financial Advisors first reported a position in EVH in Q1 2018 and held it in 2 quarters. The position peaked at $499K in Q2 2018. 187 funds tracked by Wall St. Rank hold EVH as of Q3 2018.

  • Capstone Financial Advisors reported no remaining Evolent Health position as of Q3 2018 after selling out during the quarter.
  • Capstone Financial Advisors sold 23,682 Evolent Health shares in Q3 2018, an estimated $499K.
  • Capstone Financial Advisors first reported a position in Evolent Health in Q1 2018 and held it in 2 quarters.
  • Capstone Financial Advisors's Evolent Health position peaked at $499K in Q2 2018.
  • 187 funds tracked by Wall St. Rank held Evolent Health as of Q3 2018.

Based on Capstone Financial Advisors's 13F filing for Q3 2018, filed 20 Nov 2018.