1919 Investment Counsel’s Everbank Financial Corp EVER Stock Holding History

1919 Investment Counsel’s Portfolio EVER Stock Details EVER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.24M	Hold	70,000	–	–	0.03%	357
2014 Q2	$1.41M	Hold	70,000	–	–	0.03%	351
2014 Q1	$1.38M	Hold	70,000	–	–	0.03%	346
2013 Q4	$1.28M	Hold	70,000	–	–	0.03%	348
2013 Q3	$1.05M	Hold	70,000	–	–	0.02%	368
2013 Q2	$1.16M	Buy	+70,000	New	+$1.11M	0.03%	347

Other funds holding EVER

Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

SBK

Steven B. Klinsky $220M AUM 4.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

ACP

Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

1919 Investment Counsel's EVER Position: Q3 2014 in Review

1919 Investment Counsel held its Everbank Financial Corp (EVER) position steady in Q3 2014 at 70,000 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #357.

1919 Investment Counsel first reported a position in EVER in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2014. 133 funds tracked by Wall St. Rank hold EVER as of Q3 2014.

1919 Investment Counsel held 70,000 shares of Everbank Financial Corp worth $1.24M as of Q3 2014.
1919 Investment Counsel left its Everbank Financial Corp share count unchanged in Q3 2014.
Everbank Financial Corp made up 0.03% of 1919 Investment Counsel's portfolio in Q3 2014, its #357 holding.
1919 Investment Counsel first reported a position in Everbank Financial Corp in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's Everbank Financial Corp position peaked at $1.41M in Q2 2014.
133 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.