Ativo Capital Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,770
| Closed | -$1.32M | – | 222 |
|
|
2017
Q3 | $1.32M | Hold |
5,770
| – | – | 0.35% | 108 |
|
|
2017
Q2 | $1.47M | Buy |
+5,770
| New | +$1.47M | 0.4% | 81 |
|
|
2016
Q2 | – | Sell |
-8,468
| Closed | -$1.67M | – | 211 |
|
|
2016
Q1 | $1.67M | Sell |
8,468
-1
| -0% | -$197 | 0.45% | 70 |
|
|
2015
Q4 | $1.55M | Hold |
8,469
| – | – | 0.39% | 79 |
|
|
2015
Q3 | $1.52M | Sell |
8,469
-3,670
| -30% | -$660K | 0.41% | 83 |
|
|
2015
Q2 | $2.23M | Buy |
+12,139
| New | +$2.23M | 0.79% | 28 |
|