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Sequoia Financial Advisors’s Perma-Fix Environmental Services PESI Stock Holding History

Sequoia Financial Advisors’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-11,000
Closed -$46K – 321
2018
Q1 		$46K Hold
11,000
– – ﹤0.01% 303
2017
Q4 		$40K Hold
11,000
– – ﹤0.01% 301
2017
Q3 		$42K Hold
11,000
– – 0.01% 283
2017
Q2 		$40K Hold
11,000
– – 0.01% 281
2017
Q1 		$35K Buy
+11,000
New +$36.5K ﹤0.01% 281

Other funds holding PESI

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WIM
Wilen Investment Management Bonita Springs, Florida $98.1M AUM 2.08% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Sequoia Financial Advisors's PESI Position: Q2 2018 in Review

Sequoia Financial Advisors sold out of Perma-Fix Environmental Services (PESI) in Q2 2018, closing a stake of 11,000 shares — an estimated $46K sold.

Sequoia Financial Advisors first reported a position in PESI in Q1 2017 and held it in 5 quarters. The position peaked at $46K in Q1 2018. 22 funds tracked by Wall St. Rank hold PESI as of Q2 2018.

  • Sequoia Financial Advisors reported no remaining Perma-Fix Environmental Services position as of Q2 2018 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,000 Perma-Fix Environmental Services shares in Q2 2018, an estimated $46K.
  • Sequoia Financial Advisors first reported a position in Perma-Fix Environmental Services in Q1 2017 and held it in 5 quarters.
  • Sequoia Financial Advisors's Perma-Fix Environmental Services position peaked at $46K in Q1 2018.
  • 22 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q2 2018.

Based on Sequoia Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.