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Phoenix Financial’s KVH Industries KVHI Stock Holding History

Phoenix Financial’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-61,100
Closed -$621K – 209
2019
Q3 		$621K Buy
+61,100
New +$606K 0.03% 158

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Phoenix Financial's KVHI Position: Q4 2019 in Review

Phoenix Financial sold out of KVH Industries (KVHI) in Q4 2019, closing a stake of 61,100 shares — an estimated $621K sold.

Phoenix Financial first reported a position in KVHI in Q3 2019 and held it in 1 quarter. The position peaked at $621K in Q3 2019. 65 funds tracked by Wall St. Rank hold KVHI as of Q4 2019.

  • Phoenix Financial reported no remaining KVH Industries position as of Q4 2019 after selling out during the quarter.
  • Phoenix Financial sold 61,100 KVH Industries shares in Q4 2019, an estimated $621K.
  • Phoenix Financial first reported a position in KVH Industries in Q3 2019 and held it in 1 quarter.
  • Phoenix Financial's KVH Industries position peaked at $621K in Q3 2019.
  • 65 funds tracked by Wall St. Rank held KVH Industries as of Q4 2019.

Based on Phoenix Financial's 13F filing for Q4 2019, filed 18 Feb 2020.