PFGIA
EVA

Patriot Financial Group Insurance Agency’s Enviva Inc. EVA Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-266
Closed -$10K – 1778
2019
Q4 		$10K Buy
266
+6
+2% +$204 ﹤0.01% 846
2019
Q3 		$8K Buy
260
+5
+2% +$154 ﹤0.01% 856
2019
Q2 		$8K Buy
255
+5
+2% +$159 ﹤0.01% 860
2019
Q1 		$8K Buy
+250
New +$7.46K ﹤0.01% 762

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 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
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EVA Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Enviva Inc. (EVA) in Q1 2020, closing a stake of 266 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in EVA in Q1 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2019. 81 funds tracked by Wall St. Rank hold EVA as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Enviva Inc. position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 266 Enviva Inc. shares in Q1 2020, an estimated $10K.
  • Patriot Financial Group Insurance Agency first reported a position in Enviva Inc. in Q1 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Enviva Inc. position peaked at $10K in Q4 2019.
  • 81 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.