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Fiduciary Trust International of Pennsylvania’s Everest Group EG Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2017
Q3 		– Sell
-990
Closed -$252K – 349
2017
Q2 		$252K Buy
+990
New +$244K 0.01% 365
2015
Q3 		– Sell
-1,100
Closed -$200K – 323
2015
Q2 		$200K Sell
1,100
-100
-8% -$18.2K 0.01% 381
2015
Q1 		$209K Buy
+1,200
New +$211K 0.01% 334

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's EG Position: Q3 2017 in Review

Fiduciary Trust International of Pennsylvania sold out of Everest Group (EG) in Q3 2017, closing a stake of 990 shares — an estimated $252K sold.

Fiduciary Trust International of Pennsylvania first reported a position in EG in Q1 2015 and held it in 3 quarters. The position peaked at $252K in Q2 2017. 441 funds tracked by Wall St. Rank hold EG as of Q3 2017.

  • Fiduciary Trust International of Pennsylvania reported no remaining Everest Group position as of Q3 2017 after selling out during the quarter.
  • Fiduciary Trust International of Pennsylvania sold 990 Everest Group shares in Q3 2017, an estimated $252K.
  • Fiduciary Trust International of Pennsylvania first reported a position in Everest Group in Q1 2015 and held it in 3 quarters.
  • Fiduciary Trust International of Pennsylvania's Everest Group position peaked at $252K in Q2 2017.
  • 441 funds tracked by Wall St. Rank held Everest Group as of Q3 2017.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q3 2017, filed 13 Oct 2017.