Taylor Wealth Management Partners’s NV5 Global NVEE Stock Holding History

Taylor Wealth Management Partners’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
2019 Q4	–	Sell	-323,204	Closed	-$5.52M	–	50
2019 Q3	$5.52M	Sell	323,204 -5,172	-2%	-$94K	2.58%	18
2019 Q2	$6.68M	Buy	328,376 +160	+0%	+$2.85K	3.12%	12
2019 Q1	$4.87M	Buy	328,216 +104,984	+47%	+$1.81M	2.42%	16
2018 Q4	$3.38M	Sell	223,232 -18,444	-8%	-$342K	1.95%	17
2018 Q3	$5.24M	Buy	241,676 +81,316	+51%	+$1.68M	2.23%	16
2018 Q2	$2.78M	Buy	+160,360	New	+$2.5M	1.24%	30

Other funds holding NVEE

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AAM

ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 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

Taylor Wealth Management Partners's NVEE Position: Q4 2019 in Review

Taylor Wealth Management Partners sold out of NV5 Global (NVEE) in Q4 2019, closing a stake of 323,204 shares — an estimated $5.52M sold.

Taylor Wealth Management Partners first reported a position in NVEE in Q2 2018 and held it in 6 quarters. The position peaked at $6.68M in Q2 2019. 125 funds tracked by Wall St. Rank hold NVEE as of Q4 2019.

Taylor Wealth Management Partners reported no remaining NV5 Global position as of Q4 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 323,204 NV5 Global shares in Q4 2019, an estimated $5.52M.
Taylor Wealth Management Partners first reported a position in NV5 Global in Q2 2018 and held it in 6 quarters.
Taylor Wealth Management Partners's NV5 Global position peaked at $6.68M in Q2 2019.
125 funds tracked by Wall St. Rank held NV5 Global as of Q4 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2019, filed 30 Jan 2020.