BBHC
EVER

Brown Brothers Harriman & Co’s Everbank Financial Corp EVER Stock Holding History

Brown Brothers Harriman & Co’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
Q2 		– Sell
-226
Closed -$3K – 919
2016
Q1 		$3K Hold
226
– – ﹤0.01% 644
2015
Q4 		$4K Hold
226
– – ﹤0.01% 688
2015
Q3 		$4K Hold
226
– – ﹤0.01% 749
2015
Q2 		$4K Hold
226
– – ﹤0.01% 713
2015
Q1 		$4K Hold
226
– – ﹤0.01% 717
2014
Q4 		$4K Buy
+226
New +$4.21K ﹤0.01% 785

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return

Brown Brothers Harriman & Co's EVER Position: Q2 2016 in Review

Brown Brothers Harriman & Co sold out of Everbank Financial Corp (EVER) in Q2 2016, closing a stake of 226 shares — an estimated $3K sold.

Brown Brothers Harriman & Co first reported a position in EVER in Q4 2014 and held it in 6 quarters. The position peaked at $4K in Q4 2015. 148 funds tracked by Wall St. Rank hold EVER as of Q2 2016.

  • Brown Brothers Harriman & Co reported no remaining Everbank Financial Corp position as of Q2 2016 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 226 Everbank Financial Corp shares in Q2 2016, an estimated $3K.
  • Brown Brothers Harriman & Co first reported a position in Everbank Financial Corp in Q4 2014 and held it in 6 quarters.
  • Brown Brothers Harriman & Co's Everbank Financial Corp position peaked at $4K in Q4 2015.
  • 148 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2016.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2016, filed 15 Aug 2016.