UR
EVA

USCA RIA’s Enviva Inc. EVA Stock Holding History

USCA RIA’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
2021
Q2 		$3.77M Buy
71,995
+6,500
+10% +$320K 0.23% 127
2021
Q1 		$3.17M Hold
65,495
– – 0.21% 143
2020
Q4 		$2.98M Hold
65,495
– – 0.21% 100
2020
Q3 		$2.64M Buy
65,495
+3,385
+5% +$133K 0.21% 107
2020
Q2 		$2.24M Sell
62,110
-9,000
-13% -$299K 0.2% 110
2020
Q1 		$1.9M Buy
71,110
+6,200
+10% +$216K 0.22% 106
2019
Q4 		$2.42M Buy
64,910
+1,500
+2% +$51K 0.22% 142
2019
Q3 		$2.03M Sell
63,410
-3,000
-5% -$92.4K 0.2% 144
2019
Q2 		$2.09M Hold
66,410
– – 0.21% 137
2019
Q1 		$2.14M Sell
66,410
-7,500
-10% -$224K 0.23% 136
2018
Q4 		$2.05M Hold
73,910
– – 0.27% 118
2018
Q3 		$2.35M Sell
73,910
-2,000
-3% -$61.2K 0.24% 136
2018
Q2 		$2.21M Hold
75,910
– – 0.24% 138
2018
Q1 		$2.08M Sell
75,910
-2,500
-3% -$68.6K 0.23% 134
2017
Q4 		$2.17M Buy
78,410
+7,925
+11% +$228K 0.24% 120
2017
Q3 		$1.94M Hold
70,485
– – 0.25% 124
2017
Q2 		$1.94M Buy
70,485
+3,510
+5% +$98.5K 0.25% 125
2017
Q1 		$1.88M Buy
66,975
+2,075
+3% +$57.4K 0.28% 122
2016
Q4 		$1.74M Sell
64,900
-5,000
-7% -$136K 0.27% 118
2016
Q3 		$1.89M Buy
69,900
+8,000
+13% +$193K 0.31% 96
2016
Q2 		$1.41M Buy
61,900
+5,200
+9% +$116K 0.24% 128
2016
Q1 		$1.23M Hold
56,700
– – 0.22% 134
2015
Q4 		$1.03M Sell
56,700
-11,000
-16% -$167K 0.22% 137
2015
Q3 		$846K Hold
67,700
– – 0.21% 140
2015
Q2 		$1.23M Buy
+67,700
New +$1.36M 0.32% 85

Other funds holding EVA

ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

USCA RIA's EVA Position: Q2 2021 in Review

USCA RIA increased its Enviva Inc. (EVA) stake by 9.9% in Q2 2021, buying an estimated $320K and bringing the position to 71,995 shares worth $3.77M. The position accounts for 0.23% of the portfolio, ranked #127.

USCA RIA first reported a position in EVA in Q2 2015 and has held it in 25 quarters since. 126 funds tracked by Wall St. Rank hold EVA as of Q2 2021.

  • USCA RIA held 71,995 shares of Enviva Inc. worth $3.77M as of Q2 2021.
  • USCA RIA bought 6,500 Enviva Inc. shares in Q2 2021, an estimated $320K.
  • Enviva Inc. made up 0.23% of USCA RIA's portfolio in Q2 2021, its #127 holding.
  • USCA RIA first reported a position in Enviva Inc. in Q2 2015 and has held it in 25 quarters since.
  • 126 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.