NFG
EVA

Next Financial Group’s Enviva Inc. EVA Stock Holding History

Next Financial Group’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
Q2 		– Sell
-600
Closed -$16K – 1957
2020
Q1 		$16K Sell
600
-250
-29% -$8.7K ﹤0.01% 1372
2019
Q4 		$32K Hold
850
– – ﹤0.01% 1372
2019
Q3 		$27K Hold
850
– – ﹤0.01% 1333
2019
Q2 		$27K Buy
850
+600
+240% +$19K ﹤0.01% 1368
2019
Q1 		$8K Hold
250
– – ﹤0.01% 1170
2018
Q4 		$7K Hold
250
– – ﹤0.01% 1464
2018
Q3 		$8K Buy
+250
New +$7.65K ﹤0.01% 1068
2017
Q1 		– Sell
-250
Closed -$7K – 2339
2016
Q4 		$7K Hold
250
– – ﹤0.01% 1822
2016
Q3 		$7K Buy
+250
New +$6.05K ﹤0.01% 1821

Other funds holding EVA

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's EVA Position: Q2 2020 in Review

Next Financial Group sold out of Enviva Inc. (EVA) in Q2 2020, closing a stake of 600 shares — an estimated $16K sold.

Next Financial Group first reported a position in EVA in Q3 2016 and held it in 9 quarters. The position peaked at $32K in Q4 2019. 94 funds tracked by Wall St. Rank hold EVA as of Q2 2020.

  • Next Financial Group reported no remaining Enviva Inc. position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 600 Enviva Inc. shares in Q2 2020, an estimated $16K.
  • Next Financial Group first reported a position in Enviva Inc. in Q3 2016 and held it in 9 quarters.
  • Next Financial Group's Enviva Inc. position peaked at $32K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.