UCFA
NVEE

United Capital Financial Advisors’s NV5 Global NVEE Stock Holding History

United Capital Financial Advisors’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
2020
Q2 		– Sell
-42,376
Closed -$437K – 1232
2020
Q1 		$437K Hold
42,376
– – ﹤0.01% 864
2019
Q4 		$534K Hold
42,376
– – ﹤0.01% 971
2019
Q3 		$723K Sell
42,376
-116
-0.3% -$2.11K 0.01% 841
2019
Q2 		$865K Buy
42,492
+2,376
+6% +$42.4K 0.01% 860
2019
Q1 		$595K Hold
40,116
– – ﹤0.01% 923
2018
Q4 		$607K Buy
+40,116
New +$744K ﹤0.01% 855

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's NVEE Position: Q2 2020 in Review

United Capital Financial Advisors sold out of NV5 Global (NVEE) in Q2 2020, closing a stake of 42,376 shares — an estimated $437K sold.

United Capital Financial Advisors first reported a position in NVEE in Q4 2018 and held it in 6 quarters. The position peaked at $865K in Q2 2019. 117 funds tracked by Wall St. Rank hold NVEE as of Q2 2020.

  • United Capital Financial Advisors reported no remaining NV5 Global position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 42,376 NV5 Global shares in Q2 2020, an estimated $437K.
  • United Capital Financial Advisors first reported a position in NV5 Global in Q4 2018 and held it in 6 quarters.
  • United Capital Financial Advisors's NV5 Global position peaked at $865K in Q2 2019.
  • 117 funds tracked by Wall St. Rank held NV5 Global as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.