Capital Research Global Investors
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Capital Research Global Investors’s Evertec EVTC Stock Holding History

Capital Research Global Investors’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-270,512
Closed -$4.29M – 432
2017
Q3 		$4.29M Sell
270,512
-2,167,488
-89% -$38.8M ﹤0.01% 415
2017
Q2 		$42.2M Buy
2,438,000
+594,000
+32% +$9.72M 0.01% 350
2017
Q1 		$29.3M Hold
1,844,000
– – 0.01% 368
2016
Q4 		$32.7M Buy
+1,844,000
New +$30.5M 0.01% 364

Other funds holding EVTC

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
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors's EVTC Position: Q4 2017 in Review

Capital Research Global Investors sold out of Evertec (EVTC) in Q4 2017, closing a stake of 270,512 shares — an estimated $4.29M sold.

Capital Research Global Investors first reported a position in EVTC in Q4 2016 and held it in 4 quarters. The position peaked at $42.2M in Q2 2017. 156 funds tracked by Wall St. Rank hold EVTC as of Q4 2017.

  • Capital Research Global Investors reported no remaining Evertec position as of Q4 2017 after selling out during the quarter.
  • Capital Research Global Investors sold 270,512 Evertec shares in Q4 2017, an estimated $4.29M.
  • Capital Research Global Investors first reported a position in Evertec in Q4 2016 and held it in 4 quarters.
  • Capital Research Global Investors's Evertec position peaked at $42.2M in Q2 2017.
  • 156 funds tracked by Wall St. Rank held Evertec as of Q4 2017.

Based on Capital Research Global Investors's 13F filing for Q4 2017, filed 14 Feb 2018.