Boys Arnold & Co’s Everest Group EG Stock Holding History

Boys Arnold & Co’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
2016 Q4	–	Sell	-1,065	Closed	-$202K	–	273
2016 Q3	$202K	Sell	1,065 -475	-31%	-$89.3K	0.03%	266
2016 Q2	$281K	Buy	+1,540	New	+$283K	0.05%	236
2016 Q1	–	Sell	-2,716	Closed	-$497K	–	161
2015 Q4	$497K	Buy	+2,716	New	+$493K	0.05%	197

Other funds holding EG

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

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

VVP

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Boys Arnold & Co's EG Position: Q4 2016 in Review

Boys Arnold & Co sold out of Everest Group (EG) in Q4 2016, closing a stake of 1,065 shares — an estimated $202K sold.

Boys Arnold & Co first reported a position in EG in Q4 2015 and held it in 3 quarters. The position peaked at $497K in Q4 2015. 400 funds tracked by Wall St. Rank hold EG as of Q4 2016.

Boys Arnold & Co reported no remaining Everest Group position as of Q4 2016 after selling out during the quarter.
Boys Arnold & Co sold 1,065 Everest Group shares in Q4 2016, an estimated $202K.
Boys Arnold & Co first reported a position in Everest Group in Q4 2015 and held it in 3 quarters.
Boys Arnold & Co's Everest Group position peaked at $497K in Q4 2015.
400 funds tracked by Wall St. Rank held Everest Group as of Q4 2016.

Based on Boys Arnold & Co's 13F filing for Q4 2016, filed 27 Jan 2017.