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Credential Securities’s Evertec EVTC Stock Holding History

Credential Securities’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,663
Closed -$145K – 275
2016
Q3 		$145K Sell
8,663
-1,042
-11% -$17.4K 0.07% 172
2016
Q2 		$151K Sell
9,705
-778
-7% -$11.2K 0.08% 170
2016
Q1 		$146K Buy
10,483
+1,658
+19% +$22.4K 0.08% 173
2015
Q4 		$148K Buy
8,825
+2,037
+30% +$35.9K 0.1% 156
2015
Q3 		$123K Hold
6,788
– – 0.09% 148
2015
Q2 		$144K Sell
6,788
-35
-0.5% -$770 0.09% 149
2015
Q1 		$149K Sell
6,823
-635
-9% -$13.4K 0.1% 144
2014
Q4 		$165K Buy
7,458
+816
+12% +$17.9K 0.11% 141
2014
Q3 		$149K Buy
6,642
+763
+13% +$17.4K 0.1% 146
2014
Q2 		$142K Buy
+5,879
New +$140K 0.09% 146

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Credential Securities's EVTC Position: Q4 2016 in Review

Credential Securities sold out of Evertec (EVTC) in Q4 2016, closing a stake of 8,663 shares — an estimated $145K sold.

Credential Securities first reported a position in EVTC in Q2 2014 and held it in 10 quarters. The position peaked at $165K in Q4 2014. 131 funds tracked by Wall St. Rank hold EVTC as of Q4 2016.

  • Credential Securities reported no remaining Evertec position as of Q4 2016 after selling out during the quarter.
  • Credential Securities sold 8,663 Evertec shares in Q4 2016, an estimated $145K.
  • Credential Securities first reported a position in Evertec in Q2 2014 and held it in 10 quarters.
  • Credential Securities's Evertec position peaked at $165K in Q4 2014.
  • 131 funds tracked by Wall St. Rank held Evertec as of Q4 2016.

Based on Credential Securities's 13F filing for Q4 2016, filed 21 Jul 2025.