Clear Perspective Advisors’s Everest Group EG Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-55	Closed	-$13K	–	222
2018 Q2	$13K	Hold	55	–	–	0.01%	345
2018 Q1	$14K	Hold	55	–	–	0.01%	332
2017 Q4	$12K	Hold	55	–	–	0.01%	324
2017 Q3	$13K	Buy	+55	New	+$13.9K	0.01%	321

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspective Advisors's EG Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Everest Group (EG) in Q3 2018, closing a stake of 55 shares — an estimated $13K sold.

Clear Perspective Advisors first reported a position in EG in Q3 2017 and held it in 4 quarters. The position peaked at $14K in Q1 2018. 405 funds tracked by Wall St. Rank hold EG as of Q3 2018.

Clear Perspective Advisors reported no remaining Everest Group position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 55 Everest Group shares in Q3 2018, an estimated $13K.
Clear Perspective Advisors first reported a position in Everest Group in Q3 2017 and held it in 4 quarters.
Clear Perspective Advisors's Everest Group position peaked at $14K in Q1 2018.
405 funds tracked by Wall St. Rank held Everest Group as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.