BA
P

Broadview Advisors’s Everpure Inc P Stock Holding History

Broadview Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-241,050
Closed -$5.25M – 87
2019
Q1 		$5.25M Sell
241,050
-194,900
-45% -$3.7M 1.43% 33
2018
Q4 		$7.01M Buy
+435,950
New +$8.59M 2.02% 19

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Broadview Advisors's P Position: Q2 2019 in Review

Broadview Advisors sold out of Everpure Inc (P) in Q2 2019, closing a stake of 241,050 shares — an estimated $5.25M sold.

Broadview Advisors first reported a position in P in Q4 2018 and held it in 2 quarters. The position peaked at $7.01M in Q4 2018. 243 funds tracked by Wall St. Rank hold P as of Q2 2019.

  • Broadview Advisors reported no remaining Everpure Inc position as of Q2 2019 after selling out during the quarter.
  • Broadview Advisors sold 241,050 Everpure Inc shares in Q2 2019, an estimated $5.25M.
  • Broadview Advisors first reported a position in Everpure Inc in Q4 2018 and held it in 2 quarters.
  • Broadview Advisors's Everpure Inc position peaked at $7.01M in Q4 2018.
  • 243 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.