BGIM
EVER

Brandywine Global Investment Management’s Everbank Financial Corp EVER Stock Holding History

Brandywine Global Investment Management’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
Q3 		– Sell
-300,487
Closed -$4.47M – 1021
2016
Q2 		$4.47M Sell
300,487
-5,320
-2% -$79.1K 0.03% 435
2016
Q1 		$4.62M Buy
305,807
+3,837
+1% +$53.3K 0.03% 422
2015
Q4 		$4.83M Buy
+301,970
New +$5.41M 0.03% 436

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Brandywine Global Investment Management's EVER Position: Q3 2016 in Review

Brandywine Global Investment Management sold out of Everbank Financial Corp (EVER) in Q3 2016, closing a stake of 300,487 shares — an estimated $4.47M sold.

Brandywine Global Investment Management first reported a position in EVER in Q4 2015 and held it in 3 quarters. The position peaked at $4.83M in Q4 2015. 153 funds tracked by Wall St. Rank hold EVER as of Q3 2016.

  • Brandywine Global Investment Management reported no remaining Everbank Financial Corp position as of Q3 2016 after selling out during the quarter.
  • Brandywine Global Investment Management sold 300,487 Everbank Financial Corp shares in Q3 2016, an estimated $4.47M.
  • Brandywine Global Investment Management first reported a position in Everbank Financial Corp in Q4 2015 and held it in 3 quarters.
  • Brandywine Global Investment Management's Everbank Financial Corp position peaked at $4.83M in Q4 2015.
  • 153 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2016.

Based on Brandywine Global Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.