EGA
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Eagle Global Advisors’s Everest Group EG Stock Holding History

Eagle Global 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
2017
Q3 		– Sell
-855
Closed -$218K – 290
2017
Q2 		$218K Buy
+855
New +$211K 0.01% 353
2014
Q3 		– Sell
-16,504
Closed -$2.65M – 346
2014
Q2 		$2.65M Sell
16,504
-2,589
-14% -$410K 0.07% 142
2014
Q1 		$2.92M Sell
19,093
-21,096
-52% -$3.12M 0.09% 141
2013
Q4 		$6.26M Sell
40,189
-1,434
-3% -$219K 0.2% 95
2013
Q3 		$6.05M Sell
41,623
-600
-1% -$81.3K 0.22% 88
2013
Q2 		$5.42M Buy
+42,223
New +$5.46M 0.2% 90

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Global Advisors's EG Position: Q3 2017 in Review

Eagle Global Advisors sold out of Everest Group (EG) in Q3 2017, closing a stake of 855 shares — an estimated $218K sold.

Eagle Global Advisors first reported a position in EG in Q2 2013 and held it in 6 quarters. The position peaked at $6.26M in Q4 2013. 440 funds tracked by Wall St. Rank hold EG as of Q3 2017.

  • Eagle Global Advisors reported no remaining Everest Group position as of Q3 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 855 Everest Group shares in Q3 2017, an estimated $218K.
  • Eagle Global Advisors first reported a position in Everest Group in Q2 2013 and held it in 6 quarters.
  • Eagle Global Advisors's Everest Group position peaked at $6.26M in Q4 2013.
  • 440 funds tracked by Wall St. Rank held Everest Group as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.