Delphi Private Advisors’s Everest Group EG Stock Holding History

Delphi Private Advisors’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 Q4	–	Sell	-27	Closed	-$5K	–	324
2016 Q3	$5K	Hold	27	–	–	0.01%	157
2016 Q2	$5K	Sell	27 -106	-80%	-$19.5K	0.01%	184
2016 Q1	$26K	Buy	133 +128	+2,560%	+$23.7K	0.05%	78
2015 Q4	$1K	Buy	+5	New	+$908	﹤0.01%	306

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Delphi Private Advisors's EG Position: Q4 2016 in Review

Delphi Private Advisors sold out of Everest Group (EG) in Q4 2016, closing a stake of 27 shares — an estimated $5K sold.

Delphi Private Advisors first reported a position in EG in Q4 2015 and held it in 4 quarters. The position peaked at $26K in Q1 2016. 400 funds tracked by Wall St. Rank hold EG as of Q4 2016.

Delphi Private Advisors reported no remaining Everest Group position as of Q4 2016 after selling out during the quarter.
Delphi Private Advisors sold 27 Everest Group shares in Q4 2016, an estimated $5K.
Delphi Private Advisors first reported a position in Everest Group in Q4 2015 and held it in 4 quarters.
Delphi Private Advisors's Everest Group position peaked at $26K in Q1 2016.
400 funds tracked by Wall St. Rank held Everest Group as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.