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Rotella Capital Management’s KVH Industries KVHI Stock Holding History

Rotella Capital Management’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
2016
Q1 		– Sell
-13,140
Closed -$124K – 139
2015
Q4 		$124K Sell
13,140
-3,074
-19% -$29.8K 0.11% 279
2015
Q3 		$162K Buy
+16,214
New +$185K 0.05% 350

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Rotella Capital Management's KVHI Position: Q1 2016 in Review

Rotella Capital Management sold out of KVH Industries (KVHI) in Q1 2016, closing a stake of 13,140 shares — an estimated $124K sold.

Rotella Capital Management first reported a position in KVHI in Q3 2015 and held it in 2 quarters. The position peaked at $162K in Q3 2015. 78 funds tracked by Wall St. Rank hold KVHI as of Q1 2016.

  • Rotella Capital Management reported no remaining KVH Industries position as of Q1 2016 after selling out during the quarter.
  • Rotella Capital Management sold 13,140 KVH Industries shares in Q1 2016, an estimated $124K.
  • Rotella Capital Management first reported a position in KVH Industries in Q3 2015 and held it in 2 quarters.
  • Rotella Capital Management's KVH Industries position peaked at $162K in Q3 2015.
  • 78 funds tracked by Wall St. Rank held KVH Industries as of Q1 2016.

Based on Rotella Capital Management's 13F filing for Q1 2016, filed 13 May 2016.