SHJ
NVEE

Sharkey, Howes & Javer’s NV5 Global NVEE Stock Holding History

Sharkey, Howes & Javer’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-240
Closed -$5K – 215
2018
Q3 		$5K Buy
+240
New +$4.95K ﹤0.01% 188

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return

Sharkey, Howes & Javer's NVEE Position: Q4 2018 in Review

Sharkey, Howes & Javer sold out of NV5 Global (NVEE) in Q4 2018, closing a stake of 240 shares — an estimated $5K sold.

Sharkey, Howes & Javer first reported a position in NVEE in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 147 funds tracked by Wall St. Rank hold NVEE as of Q4 2018.

  • Sharkey, Howes & Javer reported no remaining NV5 Global position as of Q4 2018 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 240 NV5 Global shares in Q4 2018, an estimated $5K.
  • Sharkey, Howes & Javer first reported a position in NV5 Global in Q3 2018 and held it in 1 quarter.
  • Sharkey, Howes & Javer's NV5 Global position peaked at $5K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held NV5 Global as of Q4 2018.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2018, filed 25 Jan 2019.