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Legacy Financial Advisors’s Enviri NVRI Stock Holding History

Legacy Financial Advisors’s Portfolio NVRI Stock Details NVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-329
Closed -$7K – 950
2018
Q1 		$7K Sell
329
-168
-34% -$3.22K ﹤0.01% 576
2017
Q4 		$9K Buy
+497
New +$9.57K ﹤0.01% 508

Other funds holding NVRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return

Legacy Financial Advisors's NVRI Position: Q2 2018 in Review

Legacy Financial Advisors sold out of Enviri (NVRI) in Q2 2018, closing a stake of 329 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in NVRI in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 257 funds tracked by Wall St. Rank hold NVRI as of Q2 2018.

  • Legacy Financial Advisors reported no remaining Enviri position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 329 Enviri shares in Q2 2018, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Enviri in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's Enviri position peaked at $9K in Q4 2017.
  • 257 funds tracked by Wall St. Rank held Enviri as of Q2 2018.

Based on Legacy Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.