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WealthTrust-Arizona’s Evolent Health EVH Stock Holding History

WealthTrust-Arizona’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$10K Hold
518
– – 0.01% 369
2018
Q3 		$15K Sell
518
-9
-2% -$215 0.01% 341
2018
Q2 		$11K Sell
527
-270
-34% -$5.11K 0.01% 379
2018
Q1 		$11K Hold
797
– – 0.01% 381
2017
Q4 		$10K Buy
797
+484
+155% +$6.82K ﹤0.01% 393
2017
Q3 		$6K Sell
313
-199
-39% -$4.1K ﹤0.01% 474
2017
Q2 		$13K Buy
+512
New +$12.3K 0.01% 335

Other funds holding EVH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

WealthTrust-Arizona's EVH Position: Q4 2018 in Review

WealthTrust-Arizona held its Evolent Health (EVH) position steady in Q4 2018 at 518 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #369.

WealthTrust-Arizona first reported a position in EVH in Q2 2017 and has held it in 7 quarters since. The position peaked at $15K in Q3 2018. 186 funds tracked by Wall St. Rank hold EVH as of Q4 2018.

  • WealthTrust-Arizona held 518 shares of Evolent Health worth $10K as of Q4 2018.
  • WealthTrust-Arizona left its Evolent Health share count unchanged in Q4 2018.
  • Evolent Health made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #369 holding.
  • WealthTrust-Arizona first reported a position in Evolent Health in Q2 2017 and has held it in 7 quarters since.
  • WealthTrust-Arizona's Evolent Health position peaked at $15K in Q3 2018.
  • 186 funds tracked by Wall St. Rank held Evolent Health as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.