BB&T Securities’s Everest Group EG Stock Holding History

BB&T Securities’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
2019 Q3	$543K	Sell	1,919 -553	-22%	-$140K	0.01%	1063
2019 Q2	$611K	Buy	2,472 +60	+2%	+$14.4K	0.01%	1016
2019 Q1	$520K	Sell	2,412 -2,176	-47%	-$474K	0.01%	1055
2018 Q4	$999K	Sell	4,588 -51	-1%	-$11.1K	0.01%	743
2018 Q3	$1.06M	Sell	4,639 -2,521	-35%	-$564K	0.01%	806
2018 Q2	$1.65M	Buy	7,160 +1,659	+30%	+$389K	0.02%	659
2018 Q1	$1.41M	Sell	5,501 -1,655	-23%	-$397K	0.02%	667
2017 Q4	$1.58M	Buy	7,156 +4,194	+142%	+$946K	0.02%	605
2017 Q3	$676K	Buy	2,962 +190	+7%	+$47.9K	0.01%	875
2017 Q2	$705K	Sell	2,772 -5,530	-67%	-$1.36M	0.01%	862
2017 Q1	$1.94M	Sell	8,302 -926	-10%	-$211K	0.03%	479
2016 Q4	$1.75M	Hold	9,228	–	–	0.03%	470
2016 Q3	$1.75M	Sell	9,228 -329	-3%	-$61.9K	0.03%	461
2016 Q2	$1.75M	Buy	+9,557	New	+$1.76M	0.03%	458

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

BB&T Securities's EG Position: Q3 2019 in Review

BB&T Securities reduced its Everest Group (EG) stake by 22% in Q3 2019, selling an estimated $140K and leaving 1,919 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #1063.

BB&T Securities first reported a position in EG in Q2 2016 and has held it in 14 quarters since. The position peaked at $1.94M in Q1 2017. 437 funds tracked by Wall St. Rank hold EG as of Q3 2019.

BB&T Securities held 1,919 shares of Everest Group worth $543K as of Q3 2019.
BB&T Securities sold 553 Everest Group shares in Q3 2019, an estimated $140K.
Everest Group made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #1063 holding.
BB&T Securities first reported a position in Everest Group in Q2 2016 and has held it in 14 quarters since.
BB&T Securities's Everest Group position peaked at $1.94M in Q1 2017.
437 funds tracked by Wall St. Rank held Everest Group as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.