SWP
EVA

Stratos Wealth Partners’s Enviva Inc. EVA Stock Holding History

Stratos Wealth Partners’s Portfolio EVA Stock Details EVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$32K – 2601
2018
Q3 		$32K Buy
+1,000
New +$30.6K ﹤0.01% 1660
2018
Q2 		– Sell
-1,000
Closed -$27K – 2683
2018
Q1 		$27K Buy
+1,000
New +$27.4K ﹤0.01% 1893

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's EVA Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Enviva Inc. (EVA) in Q4 2018, closing a stake of 1,000 shares — an estimated $32K sold.

Stratos Wealth Partners first reported a position in EVA in Q1 2018 and held it in 2 quarters. The position peaked at $32K in Q3 2018. 68 funds tracked by Wall St. Rank hold EVA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Enviva Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,000 Enviva Inc. shares in Q4 2018, an estimated $32K.
  • Stratos Wealth Partners first reported a position in Enviva Inc. in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Enviva Inc. position peaked at $32K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.