AC
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Alexandria Capital’s Everest Group EG Stock Holding History

Alexandria Capital’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
2015
Q4 		– Sell
-82
Closed -$14K – 652
2015
Q3 		$14K Hold
82
– – ﹤0.01% 368
2015
Q2 		$15K Hold
82
– – ﹤0.01% 372
2015
Q1 		$14K Buy
+82
New +$14.4K 0.01% 346
2013
Q4 		– Sell
-27
Closed -$4K – 603
2013
Q3 		$4K Sell
27
-11
-29% -$1.49K ﹤0.01% 480
2013
Q2 		$5K Buy
+38
New +$4.92K ﹤0.01% 477

Other funds holding EG

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alexandria Capital's EG Position: Q4 2015 in Review

Alexandria Capital sold out of Everest Group (EG) in Q4 2015, closing a stake of 82 shares — an estimated $14K sold.

Alexandria Capital first reported a position in EG in Q2 2013 and held it in 5 quarters. The position peaked at $15K in Q2 2015. 385 funds tracked by Wall St. Rank hold EG as of Q4 2015.

  • Alexandria Capital reported no remaining Everest Group position as of Q4 2015 after selling out during the quarter.
  • Alexandria Capital sold 82 Everest Group shares in Q4 2015, an estimated $14K.
  • Alexandria Capital first reported a position in Everest Group in Q2 2013 and held it in 5 quarters.
  • Alexandria Capital's Everest Group position peaked at $15K in Q2 2015.
  • 385 funds tracked by Wall St. Rank held Everest Group as of Q4 2015.

Based on Alexandria Capital's 13F filing for Q4 2015, filed 12 Feb 2016.