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Wealthspire Advisors (Maryland)’s EVI Industries EVI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-185
Closed -$7K – 944
2019
Q1 		$7K Buy
185
+15
+9% +$549 ﹤0.01% 1667
2018
Q4 		$6K Buy
+170
New +$6.36K ﹤0.01% 1651

Other funds holding EVI

ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EVI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of EVI Industries (EVI) in Q2 2019, closing a stake of 185 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in EVI in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 41 funds tracked by Wall St. Rank hold EVI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining EVI Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 185 EVI Industries shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in EVI Industries in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s EVI Industries position peaked at $7K in Q1 2019.
  • 41 funds tracked by Wall St. Rank held EVI Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.