JWM
EVA

Jeppson Wealth Management’s Enviva Inc. EVA Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-2,300
Closed -$93K – 485
2020
Q3 		$93K Buy
+2,300
New +$90.5K 0.07% 174

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Jeppson Wealth Management's EVA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Enviva Inc. (EVA) in Q4 2020, closing a stake of 2,300 shares — an estimated $93K sold.

Jeppson Wealth Management first reported a position in EVA in Q3 2020 and held it in 1 quarter. The position peaked at $93K in Q3 2020. 116 funds tracked by Wall St. Rank hold EVA as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Enviva Inc. position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,300 Enviva Inc. shares in Q4 2020, an estimated $93K.
  • Jeppson Wealth Management first reported a position in Enviva Inc. in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Enviva Inc. position peaked at $93K in Q3 2020.
  • 116 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.