Gradient Investments’s Enviva Inc. EVA Stock Holding History

Gradient Investments’s Portfolio EVA Stock Details EVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-100	Closed	-$3K	–	814
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	600
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	625
2016 Q1	$2K	Buy	+100	New	+$1.88K	﹤0.01%	633

Other funds holding EVA

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FSH

Franklin Square Holdings Philadelphia, Pennsylvania $73.6M AUM 12.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gradient Investments's EVA Position: Q4 2016 in Review

Gradient Investments sold out of Enviva Inc. (EVA) in Q4 2016, closing a stake of 100 shares — an estimated $3K sold.

Gradient Investments first reported a position in EVA in Q1 2016 and held it in 3 quarters. The position peaked at $3K in Q3 2016. 61 funds tracked by Wall St. Rank hold EVA as of Q4 2016.

Gradient Investments reported no remaining Enviva Inc. position as of Q4 2016 after selling out during the quarter.
Gradient Investments sold 100 Enviva Inc. shares in Q4 2016, an estimated $3K.
Gradient Investments first reported a position in Enviva Inc. in Q1 2016 and held it in 3 quarters.
Gradient Investments's Enviva Inc. position peaked at $3K in Q3 2016.
61 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2016.

Based on Gradient Investments's 13F filing for Q4 2016, filed 17 Jan 2017.