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Optimum Investment Advisors’s Enviri NVRI Stock Holding History

Optimum 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
2015
Q1 		$5K Hold
300
– – ﹤0.01% 888
2014
Q4 		$6K Hold
300
– – ﹤0.01% 899
2014
Q3 		$6K Hold
300
– – ﹤0.01% 821
2014
Q2 		$8K Hold
300
– – ﹤0.01% 805
2014
Q1 		$7K Hold
300
– – ﹤0.01% 637
2013
Q4 		$8K Hold
300
– – ﹤0.01% 628
2013
Q3 		$7K Buy
+300
New +$7.47K ﹤0.01% 611

Other funds holding NVRI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Optimum Investment Advisors's NVRI Position: Q1 2015 in Review

Optimum Investment Advisors held its Enviri (NVRI) position steady in Q1 2015 at 300 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Optimum Investment Advisors first reported a position in NVRI in Q3 2013 and has held it in 7 quarters since. The position peaked at $8K in Q2 2014. 195 funds tracked by Wall St. Rank hold NVRI as of Q1 2015.

  • Optimum Investment Advisors held 300 shares of Enviri worth $5K as of Q1 2015.
  • Optimum Investment Advisors left its Enviri share count unchanged in Q1 2015.
  • Enviri made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #888 holding.
  • Optimum Investment Advisors first reported a position in Enviri in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Enviri position peaked at $8K in Q2 2014.
  • 195 funds tracked by Wall St. Rank held Enviri as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.