Chartwell Investment Partners’s NV5 Global NVEE Stock Holding History

Chartwell Investment Partners’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
2019 Q3	–	Sell	-79,480	Closed	-$1.62M	–	415
2019 Q2	$1.62M	Sell	79,480 -29,792	-27%	-$532K	0.05%	345
2019 Q1	$1.62M	Buy	109,272 +65,572	+150%	+$1.13M	0.05%	354
2018 Q4	$662K	Sell	43,700 -49,736	-53%	-$922K	0.02%	419
2018 Q3	$2.02M	Buy	+93,436	New	+$1.93M	0.06%	381
2017 Q4	–	Sell	-173,356	Closed	-$2.37M	–	420
2017 Q3	$2.37M	Buy	173,356 +7,416	+4%	+$83.9K	0.08%	301
2017 Q2	$1.76M	Buy	165,940 +60	+0%	+$579	0.07%	308
2017 Q1	$1.56M	Buy	+165,880	New	+$1.56M	0.06%	312

Other funds holding NVEE

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

SCA

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

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Chartwell Investment Partners's NVEE Position: Q3 2019 in Review

Chartwell Investment Partners sold out of NV5 Global (NVEE) in Q3 2019, closing a stake of 79,480 shares — an estimated $1.62M sold.

Chartwell Investment Partners first reported a position in NVEE in Q1 2017 and held it in 7 quarters. The position peaked at $2.37M in Q3 2017. 135 funds tracked by Wall St. Rank hold NVEE as of Q3 2019.

Chartwell Investment Partners reported no remaining NV5 Global position as of Q3 2019 after selling out during the quarter.
Chartwell Investment Partners sold 79,480 NV5 Global shares in Q3 2019, an estimated $1.62M.
Chartwell Investment Partners first reported a position in NV5 Global in Q1 2017 and held it in 7 quarters.
Chartwell Investment Partners's NV5 Global position peaked at $2.37M in Q3 2017.
135 funds tracked by Wall St. Rank held NV5 Global as of Q3 2019.

Based on Chartwell Investment Partners's 13F filing for Q3 2019, filed 29 Oct 2019.