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Advisor Group’s Evertec EVTC Stock Holding History

Advisor Group’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$118K Buy
3,492
+1,301
+59% +$41.2K ﹤0.01% 2810
2019
Q3 		$69K Sell
2,191
-74
-3% -$2.48K ﹤0.01% 3164
2019
Q2 		$74K Sell
2,265
-200
-8% -$5.88K ﹤0.01% 3089
2019
Q1 		$69K Buy
2,465
+2,291
+1,317% +$64.8K ﹤0.01% 3151
2018
Q4 		$5K Sell
174
-14
-7% -$367 ﹤0.01% 4505
2018
Q3 		$5K Sell
188
-588
-76% -$13.9K ﹤0.01% 4582
2018
Q2 		$17K Buy
776
+87
+13% +$1.77K ﹤0.01% 3800
2018
Q1 		$11K Sell
689
-1,067
-61% -$16.8K ﹤0.01% 4012
2017
Q4 		$24K Buy
1,756
+1,506
+602% +$21.3K ﹤0.01% 3591
2017
Q3 		$4K Hold
250
– – ﹤0.01% 4343
2017
Q2 		$4K Buy
250
+98
+64% +$1.6K ﹤0.01% 4312
2017
Q1 		$2K Buy
+152
New +$2.58K ﹤0.01% 4374

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's EVTC Position: Q4 2019 in Review

Advisor Group increased its Evertec (EVTC) stake by 59% in Q4 2019, buying an estimated $41.2K and bringing the position to 3,492 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

Advisor Group first reported a position in EVTC in Q1 2017 and has held it in 12 quarters since. 222 funds tracked by Wall St. Rank hold EVTC as of Q4 2019.

  • Advisor Group held 3,492 shares of Evertec worth $118K as of Q4 2019.
  • Advisor Group bought 1,301 Evertec shares in Q4 2019, an estimated $41.2K.
  • Evertec made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2810 holding.
  • Advisor Group first reported a position in Evertec in Q1 2017 and has held it in 12 quarters since.
  • 222 funds tracked by Wall St. Rank held Evertec as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.