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Carroll Financial Associates’s KVH Industries KVHI Stock Holding History

Carroll Financial Associates’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
2017
Q4 		– Sell
-569
Closed -$6K – 1263
2017
Q3 		$6K Buy
+569
New +$6.21K ﹤0.01% 937

Other funds holding KVHI

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Carroll Financial Associates's KVHI Position: Q4 2017 in Review

Carroll Financial Associates sold out of KVH Industries (KVHI) in Q4 2017, closing a stake of 569 shares — an estimated $6K sold.

Carroll Financial Associates first reported a position in KVHI in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 73 funds tracked by Wall St. Rank hold KVHI as of Q4 2017.

  • Carroll Financial Associates reported no remaining KVH Industries position as of Q4 2017 after selling out during the quarter.
  • Carroll Financial Associates sold 569 KVH Industries shares in Q4 2017, an estimated $6K.
  • Carroll Financial Associates first reported a position in KVH Industries in Q3 2017 and held it in 1 quarter.
  • Carroll Financial Associates's KVH Industries position peaked at $6K in Q3 2017.
  • 73 funds tracked by Wall St. Rank held KVH Industries as of Q4 2017.

Based on Carroll Financial Associates's 13F filing for Q4 2017, filed 18 Jan 2018.