EWA
NVCN

EP Wealth Advisors’s Neovasc Inc. NVCN Stock Holding History

EP Wealth Advisors’s Portfolio NVCN Stock Details NVCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1
Closed -$31K – 197
2017
Q1 		$31K Buy
+1
New +$37.9K ﹤0.01% 160
2016
Q4 		– Hold
0
– – – 139

Other funds holding NVCN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
IHM
Iguana Healthcare Management New York $152M AUM 48.74% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

EP Wealth Advisors's NVCN Position: Q2 2017 in Review

EP Wealth Advisors sold out of Neovasc Inc. (NVCN) in Q2 2017, closing a stake of 1 share — an estimated $31K sold.

EP Wealth Advisors first reported a position in NVCN in Q1 2017 and held it in 1 quarter. The position peaked at $31K in Q1 2017. 18 funds tracked by Wall St. Rank hold NVCN as of Q2 2017.

  • EP Wealth Advisors reported no remaining Neovasc Inc. position as of Q2 2017 after selling out during the quarter.
  • EP Wealth Advisors sold 1 Neovasc Inc. share in Q2 2017, an estimated $31K.
  • EP Wealth Advisors first reported a position in Neovasc Inc. in Q1 2017 and held it in 1 quarter.
  • EP Wealth Advisors's Neovasc Inc. position peaked at $31K in Q1 2017.
  • 18 funds tracked by Wall St. Rank held Neovasc Inc. as of Q2 2017.

Based on EP Wealth Advisors's 13F filing for Q2 2017, filed 17 Aug 2017.