IWMPD
EVA

Integrated Wealth Management (Palm Desert)’s Enviva Inc. EVA Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-330
Closed -$9K – 1053
2016
Q3 		$9K Buy
+330
New +$7.98K ﹤0.01% 799

Other funds holding EVA

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FSH
Franklin Square Holdings Philadelphia, Pennsylvania $73.6M AUM 12.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EVA Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Enviva Inc. (EVA) in Q4 2016, closing a stake of 330 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EVA in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 61 funds tracked by Wall St. Rank hold EVA as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Enviva Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 330 Enviva Inc. shares in Q4 2016, an estimated $9K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Enviva Inc. in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Enviva Inc. position peaked at $9K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.