Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Evertec EVTC Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-67,979
Closed -$1.08M – 439
2017
Q1 		$1.08M Buy
67,979
+2,055
+3% +$34.9K ﹤0.01% 298
2016
Q4 		$1.17M Sell
65,924
-582
-0.9% -$9.63K ﹤0.01% 293
2016
Q3 		$1.12M Buy
66,506
+4,082
+7% +$68.3K ﹤0.01% 285
2016
Q2 		$971K Buy
+62,424
New +$902K ﹤0.01% 285

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's EVTC Position: Q2 2017 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Evertec (EVTC) in Q2 2017, closing a stake of 67,979 shares — an estimated $1.08M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in EVTC in Q2 2016 and held it in 4 quarters. The position peaked at $1.17M in Q4 2016. 136 funds tracked by Wall St. Rank hold EVTC as of Q2 2017.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Evertec position as of Q2 2017 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 67,979 Evertec shares in Q2 2017, an estimated $1.08M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Evertec in Q2 2016 and held it in 4 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Evertec position peaked at $1.17M in Q4 2016.
  • 136 funds tracked by Wall St. Rank held Evertec as of Q2 2017.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2017, filed 11 Aug 2017.