FGC
NVEE

Financial Gravity Companies’s NV5 Global NVEE Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$3K Buy
+160
New +$2.97K ﹤0.01% 846
2018
Q1 		$4K Hold
240
– – ﹤0.01% 795
2017
Q4 		$3K Buy
+240
New +$3.26K ﹤0.01% 850

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Financial Gravity Companies's NVEE Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in NV5 Global (NVEE) in Q4 2018: 160 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NVEE as recently as Q1 2018.

Financial Gravity Companies first reported a position in NVEE in Q4 2017 and has held it in 3 quarters since. The position peaked at $4K in Q1 2018. 147 funds tracked by Wall St. Rank hold NVEE as of Q4 2018.

  • Financial Gravity Companies held 160 shares of NV5 Global worth $3K as of Q4 2018.
  • NV5 Global was a new Financial Gravity Companies position in Q4 2018.
  • NV5 Global made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #846 holding.
  • Financial Gravity Companies first reported a position in NV5 Global in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's NV5 Global position peaked at $4K in Q1 2018.
  • 147 funds tracked by Wall St. Rank held NV5 Global as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.