EWM
EG icon

Elite Wealth Management’s Everest Group EG Stock Holding History

Elite Wealth Management’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
Q3 		$3K Buy
+14
New +$2.63K ﹤0.01% 183

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Elite Wealth Management's EG Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Everest Group (EG) in Q3 2016: 14 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #183 among its holdings.

377 funds tracked by Wall St. Rank hold EG as of Q3 2016.

  • Elite Wealth Management held 14 shares of Everest Group worth $3K as of Q3 2016.
  • Everest Group was a new Elite Wealth Management position in Q3 2016.
  • Everest Group made up ﹤0.01% of Elite Wealth Management's portfolio in Q3 2016, its #183 holding.
  • 377 funds tracked by Wall St. Rank held Everest Group as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.