DA
EVER

Denali Advisors’s Everbank Financial Corp EVER Stock Holding History

Denali Advisors’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
2016
Q1 		– Sell
-100
Closed -$2K – 323
2015
Q4 		$2K Hold
100
– – ﹤0.01% 241
2015
Q3 		$2K Hold
100
– – ﹤0.01% 248
2015
Q2 		$2K Buy
+100
New +$1.87K ﹤0.01% 257

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Denali Advisors's EVER Position: Q1 2016 in Review

Denali Advisors sold out of Everbank Financial Corp (EVER) in Q1 2016, closing a stake of 100 shares — an estimated $2K sold.

Denali Advisors first reported a position in EVER in Q2 2015 and held it in 3 quarters. The position peaked at $2K in Q4 2015. 148 funds tracked by Wall St. Rank hold EVER as of Q1 2016.

  • Denali Advisors reported no remaining Everbank Financial Corp position as of Q1 2016 after selling out during the quarter.
  • Denali Advisors sold 100 Everbank Financial Corp shares in Q1 2016, an estimated $2K.
  • Denali Advisors first reported a position in Everbank Financial Corp in Q2 2015 and held it in 3 quarters.
  • Denali Advisors's Everbank Financial Corp position peaked at $2K in Q4 2015.
  • 148 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q1 2016.

Based on Denali Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.