Sheets Smith Wealth Management’s NV5 Global NVEE Stock Holding History

Sheets Smith Wealth Management’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	-22,632	Closed	-$491K	–	308
2018 Q3	$491K	Buy	22,632 +136	+0.6%	+$2.8K	0.1%	219
2018 Q2	$390K	Buy	+22,496	New	+$350K	0.09%	227
2018 Q1	–	Sell	-34,248	Closed	-$464K	–	331
2017 Q4	$464K	Buy	34,248 +708	+2%	+$9.61K	0.11%	201
2017 Q3	$458K	Buy	33,540 +6,612	+25%	+$74.8K	0.12%	193
2017 Q2	$286K	Buy	+26,928	New	+$260K	0.08%	242

Other funds holding NVEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Sheets Smith Wealth Management's NVEE Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of NV5 Global (NVEE) in Q4 2018, closing a stake of 22,632 shares — an estimated $491K sold.

Sheets Smith Wealth Management first reported a position in NVEE in Q2 2017 and held it in 5 quarters. The position peaked at $491K in Q3 2018. 147 funds tracked by Wall St. Rank hold NVEE as of Q4 2018.

Sheets Smith Wealth Management reported no remaining NV5 Global position as of Q4 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 22,632 NV5 Global shares in Q4 2018, an estimated $491K.
Sheets Smith Wealth Management first reported a position in NV5 Global in Q2 2017 and held it in 5 quarters.
Sheets Smith Wealth Management's NV5 Global position peaked at $491K in Q3 2018.
147 funds tracked by Wall St. Rank held NV5 Global as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.