AP
EG icon

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 		$364 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return