AWCI
EVER

Alpine Woods Capital Investors’s Everbank Financial Corp EVER Stock Holding History

Alpine Woods Capital Investors’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
-45,000
Closed -$871K – 467
2016
Q3 		$871K Sell
45,000
-53,000
-54% -$960K 0.05% 258
2016
Q2 		$1.46M Buy
+98,000
New +$1.46M 0.09% 196

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 $1.6B AUM 93.19% 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 26.7% 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 18.14% 1-Year Est. Return

Alpine Woods Capital Investors's EVER Position: Q4 2016 in Review

Alpine Woods Capital Investors sold out of Everbank Financial Corp (EVER) in Q4 2016, closing a stake of 45,000 shares — an estimated $871K sold.

Alpine Woods Capital Investors first reported a position in EVER in Q2 2016 and held it in 2 quarters. The position peaked at $1.46M in Q2 2016. 150 funds tracked by Wall St. Rank hold EVER as of Q4 2016.

  • Alpine Woods Capital Investors reported no remaining Everbank Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 45,000 Everbank Financial Corp shares in Q4 2016, an estimated $871K.
  • Alpine Woods Capital Investors first reported a position in Everbank Financial Corp in Q2 2016 and held it in 2 quarters.
  • Alpine Woods Capital Investors's Everbank Financial Corp position peaked at $1.46M in Q2 2016.
  • 150 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2016.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2016, filed 3 Feb 2017.