Capstone Investment Advisors
EVER

Capstone Investment Advisors’s Everbank Financial Corp EVER Stock Holding History

Capstone Investment Advisors’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
-23,036
Closed -$347K – 927
2016
Q1 		$347K Buy
+23,036
New +$320K 0.01% 476

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 $907M AUM 10.61% 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

Capstone Investment Advisors's EVER Position: Q2 2016 in Review

Capstone Investment Advisors sold out of Everbank Financial Corp (EVER) in Q2 2016, closing a stake of 23,036 shares — an estimated $347K sold.

Capstone Investment Advisors first reported a position in EVER in Q1 2016 and held it in 1 quarter. The position peaked at $347K in Q1 2016. 148 funds tracked by Wall St. Rank hold EVER as of Q2 2016.

  • Capstone Investment Advisors reported no remaining Everbank Financial Corp position as of Q2 2016 after selling out during the quarter.
  • Capstone Investment Advisors sold 23,036 Everbank Financial Corp shares in Q2 2016, an estimated $347K.
  • Capstone Investment Advisors first reported a position in Everbank Financial Corp in Q1 2016 and held it in 1 quarter.
  • Capstone Investment Advisors's Everbank Financial Corp position peaked at $347K in Q1 2016.
  • 148 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2016.

Based on Capstone Investment Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.