Archford Capital Strategies’s Everest Group EG Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-3	Closed	-$1K	–	567
2018 Q2	$1K	Hold	3	–	–	﹤0.01%	623
2018 Q1	$1K	Buy	+3	New	+$720	﹤0.01%	558
2017 Q2	–	Sell	-3	Closed	-$1K	–	314
2017 Q1	$1K	Hold	3	–	–	﹤0.01%	644
2016 Q4	$0	Hold	3	–	–	﹤0.01%	670
2016 Q3	$0	Hold	3	–	–	﹤0.01%	656
2016 Q2	$1K	Buy	+3	New	+$551	﹤0.01%	639
2016 Q1	–	Sell	-3	Closed	-$1K	–	294
2015 Q4	$1K	Hold	3	–	–	﹤0.01%	748
2015 Q3	$1K	Hold	3	–	–	﹤0.01%	620
2015 Q2	$1K	Hold	3	–	–	﹤0.01%	585
2015 Q1	$522	Hold	3	–	–	﹤0.01%	696
2014 Q4	$1K	Hold	3	–	–	﹤0.01%	607
2014 Q3	$0	Hold	3	–	–	﹤0.01%	741
2014 Q2	$481	Hold	3	–	–	﹤0.01%	861
2014 Q1	$459	Buy	+3	New	+$443	﹤0.01%	823

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Archford Capital Strategies's EG Position: Q3 2018 in Review

Archford Capital Strategies sold out of Everest Group (EG) in Q3 2018, closing a stake of 3 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in EG in Q1 2014 and held it in 14 quarters. The position peaked at $1K in Q2 2018. 405 funds tracked by Wall St. Rank hold EG as of Q3 2018.

Archford Capital Strategies reported no remaining Everest Group position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 3 Everest Group shares in Q3 2018, an estimated $1K.
Archford Capital Strategies first reported a position in Everest Group in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's Everest Group position peaked at $1K in Q2 2018.
405 funds tracked by Wall St. Rank held Everest Group as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.