Envestnet Asset Management
EVER

Envestnet Asset Management’s Everbank Financial Corp EVER Stock Holding History

Envestnet Asset Management’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
2017
Q2 		– Sell
-345
Closed -$7K – 3210
2017
Q1 		$7K Sell
345
-3,377
-91% -$65.7K ﹤0.01% 2857
2016
Q4 		$72K Sell
3,722
-1,630
-30% -$31.5K ﹤0.01% 2322
2016
Q3 		$104K Sell
5,352
-7,777
-59% -$141K ﹤0.01% 2295
2016
Q2 		$195K Sell
13,129
-129
-1% -$1.92K ﹤0.01% 2109
2016
Q1 		$200K Buy
13,258
+2,895
+28% +$40.2K ﹤0.01% 2066
2015
Q4 		$166K Buy
10,363
+6,029
+139% +$108K ﹤0.01% 2139
2015
Q3 		$84K Buy
+4,334
New +$86K ﹤0.01% 2417

Envestnet Asset Management's EVER Position: Q2 2017 in Review

Envestnet Asset Management sold out of Everbank Financial Corp (EVER) in Q2 2017, closing a stake of 345 shares — an estimated $7K sold.

Envestnet Asset Management first reported a position in EVER in Q3 2015 and held it in 7 quarters. The position peaked at $200K in Q1 2016. 0 funds tracked by Wall St. Rank hold EVER as of Q2 2017.

  • Envestnet Asset Management reported no remaining Everbank Financial Corp position as of Q2 2017 after selling out during the quarter.
  • Envestnet Asset Management sold 345 Everbank Financial Corp shares in Q2 2017, an estimated $7K.
  • Envestnet Asset Management first reported a position in Everbank Financial Corp in Q3 2015 and held it in 7 quarters.
  • Envestnet Asset Management's Everbank Financial Corp position peaked at $200K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2017.

Based on Envestnet Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.