CFSG
EVER

Community Financial Services Group’s Everbank Financial Corp EVER Stock Holding History

Community Financial Services Group’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
2015
Q4 		– Sell
-200
Closed -$4K – 260
2015
Q3 		$4K Hold
200
– – ﹤0.01% 261
2015
Q2 		$4K Hold
200
– – ﹤0.01% 275
2015
Q1 		$4K Hold
200
– – ﹤0.01% 289
2014
Q4 		$4K Hold
200
– – ﹤0.01% 288
2014
Q3 		$4K Hold
200
– – ﹤0.01% 221
2014
Q2 		$4K Hold
200
– – ﹤0.01% 215
2014
Q1 		$4K Buy
+200
New +$3.62K ﹤0.01% 217
2013
Q4 		– Sell
-200
Closed -$3K – 215
2013
Q3 		$3K Hold
200
– – ﹤0.01% 215
2013
Q2 		$3K Buy
+200
New +$3.16K ﹤0.01% 220

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Community Financial Services Group's EVER Position: Q4 2015 in Review

Community Financial Services Group sold out of Everbank Financial Corp (EVER) in Q4 2015, closing a stake of 200 shares — an estimated $4K sold.

Community Financial Services Group first reported a position in EVER in Q2 2013 and held it in 9 quarters. The position peaked at $4K in Q3 2015. 141 funds tracked by Wall St. Rank hold EVER as of Q4 2015.

  • Community Financial Services Group reported no remaining Everbank Financial Corp position as of Q4 2015 after selling out during the quarter.
  • Community Financial Services Group sold 200 Everbank Financial Corp shares in Q4 2015, an estimated $4K.
  • Community Financial Services Group first reported a position in Everbank Financial Corp in Q2 2013 and held it in 9 quarters.
  • Community Financial Services Group's Everbank Financial Corp position peaked at $4K in Q3 2015.
  • 141 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.