J.M. Forbes & Co’s KVH Industries KVHI Stock Holding History

J.M. Forbes & Co’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
2017 Q4	–	Sell	-31,907	Closed	-$381K	–	111
2017 Q3	$381K	Buy	+31,907	New	+$348K	0.1%	75

Other funds holding KVHI

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

J.M. Forbes & Co's KVHI Position: Q4 2017 in Review

J.M. Forbes & Co sold out of KVH Industries (KVHI) in Q4 2017, closing a stake of 31,907 shares — an estimated $381K sold.

J.M. Forbes & Co first reported a position in KVHI in Q3 2017 and held it in 1 quarter. The position peaked at $381K in Q3 2017. 73 funds tracked by Wall St. Rank hold KVHI as of Q4 2017.

J.M. Forbes & Co reported no remaining KVH Industries position as of Q4 2017 after selling out during the quarter.
J.M. Forbes & Co sold 31,907 KVH Industries shares in Q4 2017, an estimated $381K.
J.M. Forbes & Co first reported a position in KVH Industries in Q3 2017 and held it in 1 quarter.
J.M. Forbes & Co's KVH Industries position peaked at $381K in Q3 2017.
73 funds tracked by Wall St. Rank held KVH Industries as of Q4 2017.

Based on J.M. Forbes & Co's 13F filing for Q4 2017, filed 9 Feb 2018.