Cavalier Investments’s NV5 Global NVEE Stock Holding History

Cavalier Investments’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
2016 Q3	–	Sell	-64,816	Closed	-$461K	–	155
2016 Q2	$461K	Hold	64,816	–	–	0.27%	73
2016 Q1	$435K	Hold	64,816	–	–	0.25%	63
2015 Q4	$356K	Hold	64,816	–	–	0.21%	76
2015 Q3	$301K	Buy	+64,816	New	+$369K	0.25%	45

Other funds holding NVEE

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

Emerald Acquisition Seattle, Washington $51.8B AUM

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

Cavalier Investments's NVEE Position: Q3 2016 in Review

Cavalier Investments sold out of NV5 Global (NVEE) in Q3 2016, closing a stake of 64,816 shares — an estimated $461K sold.

Cavalier Investments first reported a position in NVEE in Q3 2015 and held it in 4 quarters. The position peaked at $461K in Q2 2016. 84 funds tracked by Wall St. Rank hold NVEE as of Q3 2016.

Cavalier Investments reported no remaining NV5 Global position as of Q3 2016 after selling out during the quarter.
Cavalier Investments sold 64,816 NV5 Global shares in Q3 2016, an estimated $461K.
Cavalier Investments first reported a position in NV5 Global in Q3 2015 and held it in 4 quarters.
Cavalier Investments's NV5 Global position peaked at $461K in Q2 2016.
84 funds tracked by Wall St. Rank held NV5 Global as of Q3 2016.

Based on Cavalier Investments's 13F filing for Q3 2016, filed 14 Nov 2016.