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Mark Sheptoff Financial Planning’s NV5 Global NVEE Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q3 		– Sell
-1,600
Closed -$10K – 429
2015
Q2 		$10K Buy
+1,600
New +$8.4K 0.01% 273

Other funds holding NVEE

FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Castleark Management
Castleark Management Chicago, Illinois $3.71B AUM 65.19% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's NVEE Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of NV5 Global (NVEE) in Q3 2015, closing a stake of 1,600 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in NVEE in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 60 funds tracked by Wall St. Rank hold NVEE as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining NV5 Global position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,600 NV5 Global shares in Q3 2015, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in NV5 Global in Q2 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's NV5 Global position peaked at $10K in Q2 2015.
  • 60 funds tracked by Wall St. Rank held NV5 Global as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.