CI
EVA

Cavalier Investments’s Enviva Inc. EVA Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-14,500
Closed -$401K – 201
2017
Q4 		$401K Hold
14,500
– – 0.16% 109
2017
Q3 		$428K Hold
14,500
– – 0.21% 87
2017
Q2 		$407K Hold
14,500
– – 0.23% 89
2017
Q1 		$407K Buy
+14,500
New +$401K 0.23% 90

Other funds holding EVA

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Cavalier Investments's EVA Position: Q1 2018 in Review

Cavalier Investments sold out of Enviva Inc. (EVA) in Q1 2018, closing a stake of 14,500 shares — an estimated $401K sold.

Cavalier Investments first reported a position in EVA in Q1 2017 and held it in 4 quarters. The position peaked at $428K in Q3 2017. 58 funds tracked by Wall St. Rank hold EVA as of Q1 2018.

  • Cavalier Investments reported no remaining Enviva Inc. position as of Q1 2018 after selling out during the quarter.
  • Cavalier Investments sold 14,500 Enviva Inc. shares in Q1 2018, an estimated $401K.
  • Cavalier Investments first reported a position in Enviva Inc. in Q1 2017 and held it in 4 quarters.
  • Cavalier Investments's Enviva Inc. position peaked at $428K in Q3 2017.
  • 58 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.