WA
EVA

WFG Advisors’s Enviva Inc. EVA Stock Holding History

WFG Advisors’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
2017
Q2 		$43K Buy
1,574
+238
+18% +$6.68K 0.01% 736
2017
Q1 		$38K Buy
1,336
+510
+62% +$14.1K 0.01% 734
2016
Q4 		$22K Buy
+826
New +$22.4K 0.01% 913

Other funds holding EVA

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
FSH
Franklin Square Holdings Philadelphia, Pennsylvania $73.6M AUM 12.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

WFG Advisors's EVA Position: Q2 2017 in Review

WFG Advisors increased its Enviva Inc. (EVA) stake by 18% in Q2 2017, buying an estimated $6.68K and bringing the position to 1,574 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #736.

WFG Advisors first reported a position in EVA in Q4 2016 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold EVA as of Q2 2017.

  • WFG Advisors held 1,574 shares of Enviva Inc. worth $43K as of Q2 2017.
  • WFG Advisors bought 238 Enviva Inc. shares in Q2 2017, an estimated $6.68K.
  • Enviva Inc. made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #736 holding.
  • WFG Advisors first reported a position in Enviva Inc. in Q4 2016 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.