IIM
NVEE

Ipswich Investment Management’s NV5 Global NVEE Stock Holding History

Ipswich Investment 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
Q1 		– Sell
-8,540
Closed -$129K – 316
2018
Q4 		$129K Sell
8,540
-1,300
-13% -$24.1K 0.05% 187
2018
Q3 		$213K Buy
+9,840
New +$203K 0.07% 160
2016
Q2 		– Sell
-12,000
Closed -$86K – 263
2016
Q1 		$86K Buy
+12,000
New +$61.8K 0.04% 183

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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Ipswich Investment Management's NVEE Position: Q1 2019 in Review

Ipswich Investment Management sold out of NV5 Global (NVEE) in Q1 2019, closing a stake of 8,540 shares — an estimated $129K sold.

Ipswich Investment Management first reported a position in NVEE in Q1 2016 and held it in 3 quarters. The position peaked at $213K in Q3 2018. 131 funds tracked by Wall St. Rank hold NVEE as of Q1 2019.

  • Ipswich Investment Management reported no remaining NV5 Global position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 8,540 NV5 Global shares in Q1 2019, an estimated $129K.
  • Ipswich Investment Management first reported a position in NV5 Global in Q1 2016 and held it in 3 quarters.
  • Ipswich Investment Management's NV5 Global position peaked at $213K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held NV5 Global as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.