Creative Planning’s Everbank Financial Corp EVER Stock Holding History

Creative Planning’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
2017 Q2	–	Sell	-51	Closed	-$1K	–	5053
2017 Q1	$1K	Hold	51	–	–	﹤0.01%	4596
2016 Q4	$1K	Buy	51 +1	+2%	+$19	﹤0.01%	4571
2016 Q3	$1K	Sell	50 -167	-77%	-$3.02K	﹤0.01%	4522
2016 Q2	$3K	Buy	217 +167	+334%	+$2.48K	﹤0.01%	3960
2016 Q1	$1K	Sell	50 -60	-55%	-$834	﹤0.01%	4239
2015 Q4	$2K	Buy	110 +60	+120%	+$1.07K	﹤0.01%	4121
2015 Q3	$1K	Buy	+50	New	+$993	﹤0.01%	4221
2015 Q2	–	Sell	-50	Closed	-$1K	–	3747
2015 Q1	$1K	Hold	50	–	–	﹤0.01%	4121
2014 Q4	$1K	Buy	+50	New	+$931	﹤0.01%	4061

Creative Planning's EVER Position: Q2 2017 in Review

Creative Planning sold out of Everbank Financial Corp (EVER) in Q2 2017, closing a stake of 51 shares — an estimated $1K sold.

Creative Planning first reported a position in EVER in Q4 2014 and held it in 9 quarters. The position peaked at $3K in Q2 2016. 0 funds tracked by Wall St. Rank hold EVER as of Q2 2017.

Creative Planning reported no remaining Everbank Financial Corp position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 51 Everbank Financial Corp shares in Q2 2017, an estimated $1K.
Creative Planning first reported a position in Everbank Financial Corp in Q4 2014 and held it in 9 quarters.
Creative Planning's Everbank Financial Corp position peaked at $3K in Q2 2016.
0 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.