ECM
EVER

Estabrook Capital Management’s Everbank Financial Corp EVER Stock Holding History

Estabrook Capital 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
Q1 		– Sell
-10,495
Closed -$204K – 437
2016
Q4 		$204K Hold
10,495
– – 0.03% 137
2016
Q3 		$203K Hold
10,495
– – 0.03% 138
2016
Q2 		$156K Hold
10,495
– – 0.02% 149
2016
Q1 		$158K Hold
10,495
– – 0.02% 147
2015
Q4 		$168K Sell
10,495
-4,705
-31% -$84.3K 0.02% 144
2015
Q3 		$293K Hold
15,200
– – 0.04% 120
2015
Q2 		$299K Hold
15,200
– – 0.04% 128
2015
Q1 		$274K Hold
15,200
– – 0.03% 141
2014
Q4 		$290K Hold
15,200
– – 0.03% 141
2014
Q3 		$268K Hold
15,200
– – 0.03% 148
2014
Q2 		$306K Buy
15,200
+200
+1% +$3.85K 0.03% 148
2014
Q1 		$296K Hold
15,000
– – 0.03% 150
2013
Q4 		$275K Hold
15,000
– – 0.03% 157
2013
Q3 		$225K Hold
15,000
– – 0.02% 165
2013
Q2 		$248K Buy
+15,000
New +$237K 0.03% 165

Other funds holding EVER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Estabrook Capital Management's EVER Position: Q1 2017 in Review

Estabrook Capital Management sold out of Everbank Financial Corp (EVER) in Q1 2017, closing a stake of 10,495 shares — an estimated $204K sold.

Estabrook Capital Management first reported a position in EVER in Q2 2013 and held it in 15 quarters. The position peaked at $306K in Q2 2014. 152 funds tracked by Wall St. Rank hold EVER as of Q1 2017.

  • Estabrook Capital Management reported no remaining Everbank Financial Corp position as of Q1 2017 after selling out during the quarter.
  • Estabrook Capital Management sold 10,495 Everbank Financial Corp shares in Q1 2017, an estimated $204K.
  • Estabrook Capital Management first reported a position in Everbank Financial Corp in Q2 2013 and held it in 15 quarters.
  • Estabrook Capital Management's Everbank Financial Corp position peaked at $306K in Q2 2014.
  • 152 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q1 2017.

Based on Estabrook Capital Management's 13F filing for Q1 2017, filed 12 May 2017.