Alpha Cubed Investments’s Everbank Financial Corp EVER Stock Holding History

Alpha Cubed Investments’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 Q3	–	Sell	-12,000	Closed	-$178K	–	186
2016 Q2	$178K	Hold	12,000	–	–	0.06%	139
2016 Q1	$181K	Hold	12,000	–	–	0.06%	148
2015 Q4	$192K	Hold	12,000	–	–	0.05%	169
2015 Q3	$207K	Hold	12,000	–	–	0.05%	178
2015 Q2	$236K	Hold	12,000	–	–	0.06%	161
2015 Q1	$216K	Buy	+12,000	New	+$216K	0.07%	164
2014 Q3	–	Sell	-12,000	Closed	-$242K	–	187
2014 Q2	$242K	Sell	12,000 -48	-0.4%	-$925	0.11%	153
2014 Q1	$238K	Hold	12,048	–	–	0.12%	153
2013 Q4	$221K	Buy	+12,048	New	+$193K	0.08%	196

Other funds holding EVER

Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Alpha Cubed Investments's EVER Position: Q3 2016 in Review

Alpha Cubed Investments sold out of Everbank Financial Corp (EVER) in Q3 2016, closing a stake of 12,000 shares — an estimated $178K sold.

Alpha Cubed Investments first reported a position in EVER in Q4 2013 and held it in 9 quarters. The position peaked at $242K in Q2 2014. 153 funds tracked by Wall St. Rank hold EVER as of Q3 2016.

Alpha Cubed Investments reported no remaining Everbank Financial Corp position as of Q3 2016 after selling out during the quarter.
Alpha Cubed Investments sold 12,000 Everbank Financial Corp shares in Q3 2016, an estimated $178K.
Alpha Cubed Investments first reported a position in Everbank Financial Corp in Q4 2013 and held it in 9 quarters.
Alpha Cubed Investments's Everbank Financial Corp position peaked at $242K in Q2 2014.
153 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2016.

Based on Alpha Cubed Investments's 13F filing for Q3 2016, filed 24 Oct 2016.