ACI
EG icon

Advance Capital I’s Everest Group EG Stock Holding History

Advance Capital I’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,200
Closed -$811K – 203
2013
Q4 		$811K Buy
5,200
+500
+11% +$76.4K 0.39% 83
2013
Q3 		$683K Sell
4,700
-100
-2% -$13.6K 0.35% 91
2013
Q2 		$616K Buy
+4,800
New +$621K 0.3% 117

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advance Capital I's EG Position: Q1 2014 in Review

Advance Capital I sold out of Everest Group (EG) in Q1 2014, closing a stake of 5,200 shares — an estimated $811K sold.

Advance Capital I first reported a position in EG in Q2 2013 and held it in 3 quarters. The position peaked at $811K in Q4 2013. 354 funds tracked by Wall St. Rank hold EG as of Q1 2014.

  • Advance Capital I reported no remaining Everest Group position as of Q1 2014 after selling out during the quarter.
  • Advance Capital I sold 5,200 Everest Group shares in Q1 2014, an estimated $811K.
  • Advance Capital I first reported a position in Everest Group in Q2 2013 and held it in 3 quarters.
  • Advance Capital I's Everest Group position peaked at $811K in Q4 2013.
  • 354 funds tracked by Wall St. Rank held Everest Group as of Q1 2014.

Based on Advance Capital I's 13F filing for Q1 2014, filed 15 May 2014.