Avestar Capital’s Everest Group EG Stock Holding History

Avestar 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
2018 Q3	–	Sell	-28	Closed	-$6K	–	871
2018 Q2	$6K	Buy	28 +2	+8%	+$470	﹤0.01%	535
2018 Q1	$7K	Buy	26 +9	+53%	+$2.16K	﹤0.01%	478
2017 Q4	$3K	Buy	+17	New	+$3.83K	﹤0.01%	599

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

Avestar Capital's EG Position: Q3 2018 in Review

Avestar Capital sold out of Everest Group (EG) in Q3 2018, closing a stake of 28 shares — an estimated $6K sold.

Avestar Capital first reported a position in EG in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 405 funds tracked by Wall St. Rank hold EG as of Q3 2018.

Avestar Capital reported no remaining Everest Group position as of Q3 2018 after selling out during the quarter.
Avestar Capital sold 28 Everest Group shares in Q3 2018, an estimated $6K.
Avestar Capital first reported a position in Everest Group in Q4 2017 and held it in 3 quarters.
Avestar Capital's Everest Group position peaked at $7K in Q1 2018.
405 funds tracked by Wall St. Rank held Everest Group as of Q3 2018.

Based on Avestar Capital's 13F filing for Q3 2018, filed 23 Oct 2018.