DADC
EVER

D.A. Davidson & Co’s Everbank Financial Corp EVER Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-500
Closed -$9K – 2341
2015
Q2 		$9K Sell
500
-500
-50% -$9.35K ﹤0.01% 1908
2015
Q1 		$18K Hold
1,000
– – ﹤0.01% 1689
2014
Q4 		$19K Hold
1,000
– – ﹤0.01% 1695
2014
Q3 		$17K Hold
1,000
– – ﹤0.01% 1722
2014
Q2 		$20K Hold
1,000
– – ﹤0.01% 1659
2014
Q1 		$19K Hold
1,000
– – ﹤0.01% 1662
2013
Q4 		$18K Hold
1,000
– – ﹤0.01% 1591
2013
Q3 		$14K Buy
+1,000
New +$15.4K ﹤0.01% 1410

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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

D.A. Davidson & Co's EVER Position: Q3 2015 in Review

D.A. Davidson & Co sold out of Everbank Financial Corp (EVER) in Q3 2015, closing a stake of 500 shares — an estimated $9K sold.

D.A. Davidson & Co first reported a position in EVER in Q3 2013 and held it in 8 quarters. The position peaked at $20K in Q2 2014. 144 funds tracked by Wall St. Rank hold EVER as of Q3 2015.

  • D.A. Davidson & Co reported no remaining Everbank Financial Corp position as of Q3 2015 after selling out during the quarter.
  • D.A. Davidson & Co sold 500 Everbank Financial Corp shares in Q3 2015, an estimated $9K.
  • D.A. Davidson & Co first reported a position in Everbank Financial Corp in Q3 2013 and held it in 8 quarters.
  • D.A. Davidson & Co's Everbank Financial Corp position peaked at $20K in Q2 2014.
  • 144 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2015.

Based on D.A. Davidson & Co's 13F filing for Q3 2015, filed 13 Nov 2015.