WAM
NVEE

Wealthspire Advisors (Maryland)’s NV5 Global NVEE Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q3 		– Sell
-60
Closed -$1K – 2462
2018
Q2 		$1K Hold
60
– – ﹤0.01% 2338
2018
Q1 		$1K Hold
60
– – ﹤0.01% 2371
2017
Q4 		$1K Buy
+60
New +$814 ﹤0.01% 2315

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NVEE Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of NV5 Global (NVEE) in Q3 2018, closing a stake of 60 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in NVEE in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 151 funds tracked by Wall St. Rank hold NVEE as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining NV5 Global position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 60 NV5 Global shares in Q3 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in NV5 Global in Q4 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s NV5 Global position peaked at $1K in Q2 2018.
  • 151 funds tracked by Wall St. Rank held NV5 Global as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.