Cavalier Investments’s Nelnet NNI Stock Holding History

Cavalier Investments’s Portfolio NNI Stock Details NNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-6,071	Closed	-$318K	–	156
2018 Q4	$318K	Hold	6,071	–	–	0.1%	129
2018 Q3	$347K	Hold	6,071	–	–	0.1%	141
2018 Q2	$354K	Buy	6,071 +675	+13%	+$39K	0.12%	134
2018 Q1	$283K	Buy	+5,396	New	+$286K	0.1%	135

Other funds holding NNI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cavalier Investments's NNI Position: Q1 2019 in Review

Cavalier Investments sold out of Nelnet (NNI) in Q1 2019, closing a stake of 6,071 shares — an estimated $318K sold.

Cavalier Investments first reported a position in NNI in Q1 2018 and held it in 4 quarters. The position peaked at $354K in Q2 2018. 127 funds tracked by Wall St. Rank hold NNI as of Q1 2019.

Cavalier Investments reported no remaining Nelnet position as of Q1 2019 after selling out during the quarter.
Cavalier Investments sold 6,071 Nelnet shares in Q1 2019, an estimated $318K.
Cavalier Investments first reported a position in Nelnet in Q1 2018 and held it in 4 quarters.
Cavalier Investments's Nelnet position peaked at $354K in Q2 2018.
127 funds tracked by Wall St. Rank held Nelnet as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.