ACM
EVER

Advisors Capital Management’s Everbank Financial Corp EVER Stock Holding History

Advisors Capital Management’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
2016
Q4 		– Sell
-136,426
Closed -$2.64M – 186
2016
Q3 		$2.64M Sell
136,426
-30,636
-18% -$555K 0.26% 118
2016
Q2 		$2.48M Buy
167,062
+7,717
+5% +$115K 0.25% 115
2016
Q1 		$2.4M Buy
159,345
+22,721
+17% +$316K 0.24% 112
2015
Q4 		$2.18M Buy
136,624
+3,102
+2% +$55.6K 0.22% 106
2015
Q3 		$2.58M Buy
133,522
+28,129
+27% +$558K 0.28% 101
2015
Q2 		$2.07M Sell
105,393
-2,036
-2% -$38.1K 0.23% 110
2015
Q1 		$1.94M Buy
107,429
+18,400
+21% +$332K 0.22% 117
2014
Q4 		$1.7M Buy
89,029
+6,630
+8% +$123K 0.21% 116
2014
Q3 		$1.46M Buy
82,399
+6,580
+9% +$125K 0.19% 126
2014
Q2 		$1.53M Buy
75,819
+17,292
+30% +$333K 0.21% 120
2014
Q1 		$1.16M Buy
58,527
+11,527
+25% +$209K 0.18% 131
2013
Q4 		$862K Buy
+47,000
New +$754K 0.15% 137

Other funds holding EVER

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Advisors Capital Management's EVER Position: Q4 2016 in Review

Advisors Capital Management sold out of Everbank Financial Corp (EVER) in Q4 2016, closing a stake of 136,426 shares — an estimated $2.64M sold.

Advisors Capital Management first reported a position in EVER in Q4 2013 and held it in 12 quarters. The position peaked at $2.64M in Q3 2016. 150 funds tracked by Wall St. Rank hold EVER as of Q4 2016.

  • Advisors Capital Management reported no remaining Everbank Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Advisors Capital Management sold 136,426 Everbank Financial Corp shares in Q4 2016, an estimated $2.64M.
  • Advisors Capital Management first reported a position in Everbank Financial Corp in Q4 2013 and held it in 12 quarters.
  • Advisors Capital Management's Everbank Financial Corp position peaked at $2.64M in Q3 2016.
  • 150 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2016.

Based on Advisors Capital Management's 13F filing for Q4 2016, filed 9 Jan 2017.