Fiduciary Management Associates’s Everbank Financial Corp EVER Stock Holding History

Fiduciary Management Associates’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
2016 Q1	$19.9M	Buy	1,316,909 +171,736	+15%	+$2.39M	1.3%	42
2015 Q4	$18.3M	Sell	1,145,173 -110,530	-9%	-$1.98M	1.07%	61
2015 Q3	$24.2M	Sell	1,255,703 -131,755	-9%	-$2.62M	1.58%	9
2015 Q2	$27.3M	Buy	1,387,458 +43,378	+3%	+$811K	1.6%	6
2015 Q1	$24.2M	Buy	1,344,080 +92,015	+7%	+$1.66M	1.45%	24
2014 Q4	$23.9M	Buy	1,252,065 +449,380	+56%	+$8.37M	1.49%	20
2014 Q3	$14.2M	Sell	802,685 -13,500	-2%	-$256K	1.01%	70
2014 Q2	$16.5M	Sell	816,185 -12,610	-2%	-$243K	1.09%	58
2014 Q1	$16.4M	Buy	+828,795	New	+$15M	1.09%	54

Other funds holding EVER

Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NMVA

New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fiduciary Management Associates's EVER Position: Q1 2016 in Review

Fiduciary Management Associates increased its Everbank Financial Corp (EVER) stake by 15% in Q1 2016, buying an estimated $2.39M and bringing the position to 1,316,909 shares worth $19.9M. The position accounts for 1.3% of the portfolio, ranked #42.

Fiduciary Management Associates first reported a position in EVER in Q1 2014 and has held it in 9 quarters since. The position peaked at $27.3M in Q2 2015. 148 funds tracked by Wall St. Rank hold EVER as of Q1 2016.

Fiduciary Management Associates held 1,316,909 shares of Everbank Financial Corp worth $19.9M as of Q1 2016.
Fiduciary Management Associates bought 171,736 Everbank Financial Corp shares in Q1 2016, an estimated $2.39M.
Everbank Financial Corp made up 1.3% of Fiduciary Management Associates's portfolio in Q1 2016, its #42 holding.
Fiduciary Management Associates first reported a position in Everbank Financial Corp in Q1 2014 and has held it in 9 quarters since.
Fiduciary Management Associates's Everbank Financial Corp position peaked at $27.3M in Q2 2015.
148 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q1 2016.

Based on Fiduciary Management Associates's 13F filing for Q1 2016, filed 4 May 2016.