Advisors Preferred’s Everest Group EG Stock Holding History

Advisors Preferred’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
2018 Q2	–	Sell	-538	Closed	-$138K	–	221
2018 Q1	$138K	Buy	+538	New	+$129K	0.06%	93
2017 Q3	–	Sell	-3,203	Closed	-$815K	–	228
2017 Q2	$815K	Buy	3,203 +1,648	+106%	+$407K	0.45%	42
2017 Q1	$364K	Sell	1,555 -672	-30%	-$153K	0.19%	47
2016 Q4	$482K	Buy	2,227 +421	+23%	+$86.8K	0.25%	49
2016 Q3	$343K	Sell	1,806 -385	-18%	-$72.4K	0.16%	56
2016 Q2	$400K	Buy	2,191 +979	+81%	+$180K	0.23%	52
2016 Q1	$239K	Sell	1,212 -932	-43%	-$172K	0.12%	56
2015 Q4	$392K	Buy	+2,144	New	+$390K	0.21%	46
2014 Q3	–	Sell	-142	Closed	-$22.8K	–	250
2014 Q2	$22.8K	Buy	+142	New	+$22.5K	0.01%	235

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisors Preferred's EG Position: Q2 2018 in Review

Advisors Preferred sold out of Everest Group (EG) in Q2 2018, closing a stake of 538 shares — an estimated $138K sold.

Advisors Preferred first reported a position in EG in Q2 2014 and held it in 9 quarters. The position peaked at $815K in Q2 2017. 440 funds tracked by Wall St. Rank hold EG as of Q2 2018.

Advisors Preferred reported no remaining Everest Group position as of Q2 2018 after selling out during the quarter.
Advisors Preferred sold 538 Everest Group shares in Q2 2018, an estimated $138K.
Advisors Preferred first reported a position in Everest Group in Q2 2014 and held it in 9 quarters.
Advisors Preferred's Everest Group position peaked at $815K in Q2 2017.
440 funds tracked by Wall St. Rank held Everest Group as of Q2 2018.

Based on Advisors Preferred's 13F filing for Q2 2018, filed 7 Aug 2018.