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Dubuque Bank & Trust’s Everest Group EG Stock Holding History

Dubuque Bank & Trust’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
Q4 		– Sell
-19
Closed -$3K – 741
2015
Q3 		$3K Hold
19
– – ﹤0.01% 532
2015
Q2 		$3K Hold
19
– – ﹤0.01% 573
2015
Q1 		$3K Hold
19
– – ﹤0.01% 547
2014
Q4 		$3K Hold
19
– – ﹤0.01% 519
2014
Q3 		$3K Hold
19
– – ﹤0.01% 526
2014
Q2 		$3K Hold
19
– – ﹤0.01% 565
2014
Q1 		$3K Hold
19
– – ﹤0.01% 411
2013
Q4 		$3K Hold
19
– – ﹤0.01% 406
2013
Q3 		$3K Hold
19
– – ﹤0.01% 389
2013
Q2 		$2K Buy
+19
New +$2.46K ﹤0.01% 368

Other funds holding EG

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

Dubuque Bank & Trust's EG Position: Q4 2015 in Review

Dubuque Bank & Trust sold out of Everest Group (EG) in Q4 2015, closing a stake of 19 shares — an estimated $3K sold.

Dubuque Bank & Trust first reported a position in EG in Q2 2013 and held it in 10 quarters. The position peaked at $3K in Q3 2015. 385 funds tracked by Wall St. Rank hold EG as of Q4 2015.

  • Dubuque Bank & Trust reported no remaining Everest Group position as of Q4 2015 after selling out during the quarter.
  • Dubuque Bank & Trust sold 19 Everest Group shares in Q4 2015, an estimated $3K.
  • Dubuque Bank & Trust first reported a position in Everest Group in Q2 2013 and held it in 10 quarters.
  • Dubuque Bank & Trust's Everest Group position peaked at $3K in Q3 2015.
  • 385 funds tracked by Wall St. Rank held Everest Group as of Q4 2015.

Based on Dubuque Bank & Trust's 13F filing for Q4 2015, filed 12 Feb 2016.