FG
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Formula Growth’s KVH Industries KVHI Stock Holding History

Formula Growth’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-98,900
Closed -$944K – 158
2016
Q1 		$944K Hold
98,900
– – 0.23% 120
2015
Q4 		$932K Buy
+98,900
New +$957K 0.22% 125

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HAM
Harber Asset Management Asheville, North Carolina $166M AUM 18.77% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Formula Growth's KVHI Position: Q2 2016 in Review

Formula Growth sold out of KVH Industries (KVHI) in Q2 2016, closing a stake of 98,900 shares — an estimated $944K sold.

Formula Growth first reported a position in KVHI in Q4 2015 and held it in 2 quarters. The position peaked at $944K in Q1 2016. 74 funds tracked by Wall St. Rank hold KVHI as of Q2 2016.

  • Formula Growth reported no remaining KVH Industries position as of Q2 2016 after selling out during the quarter.
  • Formula Growth sold 98,900 KVH Industries shares in Q2 2016, an estimated $944K.
  • Formula Growth first reported a position in KVH Industries in Q4 2015 and held it in 2 quarters.
  • Formula Growth's KVH Industries position peaked at $944K in Q1 2016.
  • 74 funds tracked by Wall St. Rank held KVH Industries as of Q2 2016.

Based on Formula Growth's 13F filing for Q2 2016, filed 15 Aug 2016.