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Capital Investment Advisory Services’s Everest Group EG Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-104
Closed -$28K – 748
2019
Q3 		$28K Hold
104
– – 0.01% 709
2019
Q2 		$26K Hold
104
– – 0.01% 711
2019
Q1 		$22K Hold
104
– – 0.01% 655
2018
Q4 		$23K Buy
+104
New +$22.7K 0.01% 617

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital Investment Advisory Services's EG Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Everest Group (EG) in Q4 2019, closing a stake of 104 shares — an estimated $28K sold.

Capital Investment Advisory Services first reported a position in EG in Q4 2018 and held it in 4 quarters. The position peaked at $28K in Q3 2019. 442 funds tracked by Wall St. Rank hold EG as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Everest Group position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 104 Everest Group shares in Q4 2019, an estimated $28K.
  • Capital Investment Advisory Services first reported a position in Everest Group in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Everest Group position peaked at $28K in Q3 2019.
  • 442 funds tracked by Wall St. Rank held Everest Group as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.