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Focused Wealth Management’s Enviri NVRI Stock Holding History

Focused Wealth Management’s Portfolio NVRI Stock Details NVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-156
Closed -$4K – 635
2013
Q3 		$4K Buy
+156
New +$3.88K ﹤0.01% 477

Other funds holding NVRI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Focused Wealth Management's NVRI Position: Q4 2013 in Review

Focused Wealth Management sold out of Enviri (NVRI) in Q4 2013, closing a stake of 156 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in NVRI in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 212 funds tracked by Wall St. Rank hold NVRI as of Q4 2013.

  • Focused Wealth Management reported no remaining Enviri position as of Q4 2013 after selling out during the quarter.
  • Focused Wealth Management sold 156 Enviri shares in Q4 2013, an estimated $4K.
  • Focused Wealth Management first reported a position in Enviri in Q3 2013 and held it in 1 quarter.
  • Focused Wealth Management's Enviri position peaked at $4K in Q3 2013.
  • 212 funds tracked by Wall St. Rank held Enviri as of Q4 2013.

Based on Focused Wealth Management's 13F filing for Q4 2013, filed 6 Feb 2014.