FAM
NVEE

Formidable Asset Management’s NV5 Global NVEE Stock Holding History

Formidable Asset Management’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
Q2 		– Sell
-37,872
Closed -$365K – 305
2019
Q1 		$365K Buy
+37,872
New +$652K 0.14% 125

Other funds holding NVEE

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

Formidable Asset Management's NVEE Position: Q2 2019 in Review

Formidable Asset Management sold out of NV5 Global (NVEE) in Q2 2019, closing a stake of 37,872 shares — an estimated $365K sold.

Formidable Asset Management first reported a position in NVEE in Q1 2019 and held it in 1 quarter. The position peaked at $365K in Q1 2019. 136 funds tracked by Wall St. Rank hold NVEE as of Q2 2019.

  • Formidable Asset Management reported no remaining NV5 Global position as of Q2 2019 after selling out during the quarter.
  • Formidable Asset Management sold 37,872 NV5 Global shares in Q2 2019, an estimated $365K.
  • Formidable Asset Management first reported a position in NV5 Global in Q1 2019 and held it in 1 quarter.
  • Formidable Asset Management's NV5 Global position peaked at $365K in Q1 2019.
  • 136 funds tracked by Wall St. Rank held NV5 Global as of Q2 2019.

Based on Formidable Asset Management's 13F filing for Q2 2019, filed 15 Oct 2019.