Mosaic Family Wealth’s Enviva Inc. EVA Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-656	Closed	-$21K	–	631
2019 Q1	$21K	Buy	656 +6	+0.9%	+$179	0.01%	430
2018 Q4	$18K	Buy	650 +5	+0.8%	+$148	0.01%	433
2018 Q3	$20K	Buy	645 +5	+0.8%	+$153	0.01%	439
2018 Q2	$19K	Buy	640 +4	+0.6%	+$116	0.01%	470
2018 Q1	$17K	Buy	636 +6	+1%	+$165	0.01%	453
2017 Q4	$17K	Buy	630 +5	+0.8%	+$144	0.01%	473
2017 Q3	$18K	Buy	625 +4	+0.6%	+$115	0.01%	492
2017 Q2	$17K	Buy	621 +4	+0.6%	+$112	0.01%	457
2017 Q1	$17K	Buy	617 +4	+0.7%	+$111	0.01%	458
2016 Q4	$16K	Buy	613 +4	+0.7%	+$109	0.01%	460
2016 Q3	$16K	Buy	609 +4	+0.7%	+$97	0.01%	469
2016 Q2	$14K	Buy	605 +5	+0.8%	+$111	0.01%	492
2016 Q1	$13K	Buy	+600	New	+$11.3K	0.01%	497

Other funds holding EVA

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Family Wealth's EVA Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Enviva Inc. (EVA) in Q2 2019, closing a stake of 656 shares — an estimated $21K sold.

Mosaic Family Wealth first reported a position in EVA in Q1 2016 and held it in 13 quarters. The position peaked at $21K in Q1 2019. 79 funds tracked by Wall St. Rank hold EVA as of Q2 2019.

Mosaic Family Wealth reported no remaining Enviva Inc. position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 656 Enviva Inc. shares in Q2 2019, an estimated $21K.
Mosaic Family Wealth first reported a position in Enviva Inc. in Q1 2016 and held it in 13 quarters.
Mosaic Family Wealth's Enviva Inc. position peaked at $21K in Q1 2019.
79 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.