BIT
EVER

BlackRock Institutional Trust’s Everbank Financial Corp EVER Stock Holding History

BlackRock Institutional Trust’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$55.5M Buy
2,851,112
+283,450
+11% +$5.48M 0.01% 1276
2016
Q3 		$49.7M Sell
2,567,662
-626,560
-20% -$11.3M 0.01% 1301
2016
Q2 		$47.5M Sell
3,194,222
-127,972
-4% -$1.9M 0.01% 1263
2016
Q1 		$50.1M Sell
3,322,194
-163,706
-5% -$2.27M 0.01% 1218
2015
Q4 		$55.7M Sell
3,485,900
-678,738
-16% -$12.2M 0.01% 1174
2015
Q3 		$80.4M Buy
4,164,638
+158,485
+4% +$3.15M 0.01% 959
2015
Q2 		$78.7M Buy
4,006,153
+1,096,342
+38% +$20.5M 0.01% 1040
2015
Q1 		$52.5M Buy
2,909,811
+329,327
+13% +$5.94M 0.01% 1291
2014
Q4 		$49.2M Buy
2,580,484
+4,710
+0.2% +$87.7K 0.01% 1310
2014
Q3 		$45.5M Sell
2,575,774
-94,240
-4% -$1.79M 0.01% 1310
2014
Q2 		$53.8M Sell
2,670,014
-109,725
-4% -$2.11M 0.01% 1272
2014
Q1 		$54.8M Buy
2,779,739
+13,142
+0.5% +$238K 0.01% 1219
2013
Q4 		$50.7M Buy
2,766,597
+169,949
+7% +$2.73M 0.01% 1242
2013
Q3 		$38.9M Buy
2,596,648
+86,589
+3% +$1.34M 0.01% 1370
2013
Q2 		$41.6M Buy
+2,510,059
New +$39.7M 0.01% 1267

Other funds holding EVER

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust's EVER Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Everbank Financial Corp (EVER) stake by 11% in Q4 2016, buying an estimated $5.48M and bringing the position to 2,851,112 shares worth $55.5M. The position accounts for 0.01% of the portfolio, ranked #1276.

BlackRock Institutional Trust first reported a position in EVER in Q2 2013 and has held it in 15 quarters since. The position peaked at $80.4M in Q3 2015. 150 funds tracked by Wall St. Rank hold EVER as of Q4 2016.

  • BlackRock Institutional Trust held 2,851,112 shares of Everbank Financial Corp worth $55.5M as of Q4 2016.
  • BlackRock Institutional Trust bought 283,450 Everbank Financial Corp shares in Q4 2016, an estimated $5.48M.
  • Everbank Financial Corp made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1276 holding.
  • BlackRock Institutional Trust first reported a position in Everbank Financial Corp in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Everbank Financial Corp position peaked at $80.4M in Q3 2015.
  • 150 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.