CPP
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Crow Point Partners’s Everest Group EG Stock Holding History

Crow Point Partners’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
2015
Q3 		$504K Sell
2,910
-40
-1% -$7.24K 0.07% 104
2015
Q2 		$537K Buy
2,950
+80
+3% +$14.6K 0.08% 111
2015
Q1 		$499K Buy
+2,870
New +$504K 0.07% 114
2014
Q3 		$395K Buy
+2,440
New +$395K 0.05% 147

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Crow Point Partners's EG Position: Q3 2015 in Review

Crow Point Partners reduced its Everest Group (EG) stake by 1.4% in Q3 2015, selling an estimated $7.24K and leaving 2,910 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #104.

Crow Point Partners first reported a position in EG in Q3 2014 and has held it in 4 quarters since. The position peaked at $537K in Q2 2015. 375 funds tracked by Wall St. Rank hold EG as of Q3 2015.

  • Crow Point Partners held 2,910 shares of Everest Group worth $504K as of Q3 2015.
  • Crow Point Partners sold 40 Everest Group shares in Q3 2015, an estimated $7.24K.
  • Everest Group made up 0.07% of Crow Point Partners's portfolio in Q3 2015, its #104 holding.
  • Crow Point Partners first reported a position in Everest Group in Q3 2014 and has held it in 4 quarters since.
  • Crow Point Partners's Everest Group position peaked at $537K in Q2 2015.
  • 375 funds tracked by Wall St. Rank held Everest Group as of Q3 2015.

Based on Crow Point Partners's 13F filing for Q3 2015, filed 17 Dec 2015.