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Optimum Investment Advisors’s EVI Industries EVI Stock Holding History

Optimum Investment Advisors’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-60
Closed -$2K – 957
2019
Q1 		$2K Sell
60
-200
-77% -$7.31K ﹤0.01% 944
2018
Q4 		$9K Buy
+260
New +$9.72K ﹤0.01% 771

Other funds holding EVI

ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimum Investment Advisors's EVI Position: Q2 2019 in Review

Optimum Investment Advisors sold out of EVI Industries (EVI) in Q2 2019, closing a stake of 60 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in EVI in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q4 2018. 41 funds tracked by Wall St. Rank hold EVI as of Q2 2019.

  • Optimum Investment Advisors reported no remaining EVI Industries position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 60 EVI Industries shares in Q2 2019, an estimated $2K.
  • Optimum Investment Advisors first reported a position in EVI Industries in Q4 2018 and held it in 2 quarters.
  • Optimum Investment Advisors's EVI Industries position peaked at $9K in Q4 2018.
  • 41 funds tracked by Wall St. Rank held EVI Industries as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.