Mount Yale Investment Advisors’s Enviri NVRI Stock Holding History

Mount Yale Investment 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
2020 Q1	–	Sell	-10,729	Closed	-$160K	–	322
2019 Q4	$160K	Buy	+10,729	New	+$224K	0.03%	318
2018 Q4	–	Sell	-4,334	Closed	-$126K	–	621
2018 Q3	$126K	Sell	4,334 -413	-9%	-$10.7K	0.02%	372
2018 Q2	$105K	Hold	4,747	–	–	0.02%	443
2018 Q1	$98K	Buy	+4,747	New	+$91.1K	0.02%	461

Other funds holding NVRI

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Mount Yale Investment Advisors's NVRI Position: Q1 2020 in Review

Mount Yale Investment Advisors sold out of Enviri (NVRI) in Q1 2020, closing a stake of 10,729 shares — an estimated $160K sold.

Mount Yale Investment Advisors first reported a position in NVRI in Q1 2018 and held it in 4 quarters. The position peaked at $160K in Q4 2019. 188 funds tracked by Wall St. Rank hold NVRI as of Q1 2020.

Mount Yale Investment Advisors reported no remaining Enviri position as of Q1 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 10,729 Enviri shares in Q1 2020, an estimated $160K.
Mount Yale Investment Advisors first reported a position in Enviri in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Enviri position peaked at $160K in Q4 2019.
188 funds tracked by Wall St. Rank held Enviri as of Q1 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.