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Concert Wealth Management’s Everest Group EG Stock Holding History

Concert Wealth Management’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
2016
Q1 		– Sell
-3,580
Closed -$661K – 682
2015
Q4 		$661K Sell
3,580
-80
-2% -$14.5K 0.09% 296
2015
Q3 		$629K Buy
3,660
+224
+7% +$40.5K 0.09% 294
2015
Q2 		$634K Sell
3,436
-255
-7% -$46.4K 0.08% 310
2015
Q1 		$569K Sell
3,691
-40
-1% -$7.03K 0.16% 179
2014
Q4 		$640K Buy
+3,731
New +$630K 0.1% 270

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Concert Wealth Management's EG Position: Q1 2016 in Review

Concert Wealth Management sold out of Everest Group (EG) in Q1 2016, closing a stake of 3,580 shares — an estimated $661K sold.

Concert Wealth Management first reported a position in EG in Q4 2014 and held it in 5 quarters. The position peaked at $661K in Q4 2015. 379 funds tracked by Wall St. Rank hold EG as of Q1 2016.

  • Concert Wealth Management reported no remaining Everest Group position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,580 Everest Group shares in Q1 2016, an estimated $661K.
  • Concert Wealth Management first reported a position in Everest Group in Q4 2014 and held it in 5 quarters.
  • Concert Wealth Management's Everest Group position peaked at $661K in Q4 2015.
  • 379 funds tracked by Wall St. Rank held Everest Group as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.