EMFAT
EVER
Emerald Mutual Fund Advisers Trust’s Everbank Financial Corp EVER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-51,445
| Closed | -$993K | – | 306 |
|
|
2015
Q3 | $993K | Buy |
51,445
+100
| +0.2% | +$1.93K | 0.07% | 186 |
|
|
2015
Q2 | $1.01M | Hold |
51,345
| – | – | 0.08% | 167 |
|
|
2015
Q1 | $955K | Hold |
51,345
| – | – | 0.08% | 167 |
|
|
2014
Q4 | $979K | Hold |
51,345
| – | – | 0.09% | 152 |
|
|
2014
Q3 | $907K | Sell |
51,345
-65,740
| -56% | -$1.16M | 0.09% | 157 |
|
|
2014
Q2 | $2.36M | Hold |
117,085
| – | – | 0.22% | 116 |
|
|
2014
Q1 | $2.31M | Sell |
117,085
-117,085
| -50% | -$2.31M | 0.22% | 111 |
|
|
2013
Q4 | $4.23M | Buy |
234,170
+62,449
| +36% | +$1.13M | 0.25% | 108 |
|
|
2013
Q3 | $2.57M | Sell |
171,721
-57,442
| -25% | -$860K | 0.36% | 95 |
|
|
2013
Q2 | $3.8M | Buy |
+229,163
| New | +$3.8M | 0.64% | 60 |
|