Creative Planning
EVA

Creative Planning’s Enviva Inc. EVA Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-1,600
Closed -$44K – 3841
2017
Q2 		$44K Buy
1,600
+500
+45% +$14K ﹤0.01% 2617
2017
Q1 		$31K Sell
1,100
-1,200
-52% -$33.2K ﹤0.01% 2823
2016
Q4 		$62K Sell
2,300
-1,000
-30% -$27.2K ﹤0.01% 2217
2016
Q3 		$89K Buy
3,300
+2,500
+313% +$60.5K ﹤0.01% 1935
2016
Q2 		$18K Buy
800
+500
+167% +$11.1K ﹤0.01% 2884
2016
Q1 		$7K Hold
300
– – ﹤0.01% 3431
2015
Q4 		$5K Hold
300
– – ﹤0.01% 3710
2015
Q3 		$4K Buy
+300
New +$4.36K ﹤0.01% 3741

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
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
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Creative Planning's EVA Position: Q3 2017 in Review

Creative Planning sold out of Enviva Inc. (EVA) in Q3 2017, closing a stake of 1,600 shares — an estimated $44K sold.

Creative Planning first reported a position in EVA in Q3 2015 and held it in 8 quarters. The position peaked at $89K in Q3 2016. 52 funds tracked by Wall St. Rank hold EVA as of Q3 2017.

  • Creative Planning reported no remaining Enviva Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,600 Enviva Inc. shares in Q3 2017, an estimated $44K.
  • Creative Planning first reported a position in Enviva Inc. in Q3 2015 and held it in 8 quarters.
  • Creative Planning's Enviva Inc. position peaked at $89K in Q3 2016.
  • 52 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.