CLA (CliftonLarsonAllen) Wealth Advisors’s Everest Group EG Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2015 Q3	–	Sell	-1,127	Closed	-$205K	–	125
2015 Q2	$205K	Buy	+1,127	New	+$205K	0.04%	159

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's EG Position: Q3 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Everest Group (EG) in Q3 2015, closing a stake of 1,127 shares — an estimated $205K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in EG in Q2 2015 and held it in 1 quarter. The position peaked at $205K in Q2 2015. 375 funds tracked by Wall St. Rank hold EG as of Q3 2015.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Everest Group position as of Q3 2015 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 1,127 Everest Group shares in Q3 2015, an estimated $205K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Everest Group in Q2 2015 and held it in 1 quarter.
CLA (CliftonLarsonAllen) Wealth Advisors's Everest Group position peaked at $205K in Q2 2015.
375 funds tracked by Wall St. Rank held Everest Group as of Q3 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.