CIP
EVTC icon

Chartwell Investment Partners’s Evertec EVTC Stock Holding History

Chartwell Investment Partners’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
2013
Q4 		– Sell
-883,225
Closed -$19.6M – 354
2013
Q3 		$19.6M Buy
883,225
+27,030
+3% +$643K 0.44% 71
2013
Q2 		$18.8M Buy
+856,195
New +$17.5M 0.48% 61

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Roystone Capital Management New York $590M AUM 11.49% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
MC
Maplelane Capital New York $2.79B AUM 52.02% 1-Year Est. Return

Chartwell Investment Partners's EVTC Position: Q4 2013 in Review

Chartwell Investment Partners sold out of Evertec (EVTC) in Q4 2013, closing a stake of 883,225 shares — an estimated $19.6M sold.

Chartwell Investment Partners first reported a position in EVTC in Q2 2013 and held it in 2 quarters. The position peaked at $19.6M in Q3 2013. 118 funds tracked by Wall St. Rank hold EVTC as of Q4 2013.

  • Chartwell Investment Partners reported no remaining Evertec position as of Q4 2013 after selling out during the quarter.
  • Chartwell Investment Partners sold 883,225 Evertec shares in Q4 2013, an estimated $19.6M.
  • Chartwell Investment Partners first reported a position in Evertec in Q2 2013 and held it in 2 quarters.
  • Chartwell Investment Partners's Evertec position peaked at $19.6M in Q3 2013.
  • 118 funds tracked by Wall St. Rank held Evertec as of Q4 2013.

Based on Chartwell Investment Partners's 13F filing for Q4 2013, filed 10 Feb 2014.