First Allied Advisory Services’s Everest Group EG Stock Holding History

First Allied Advisory Services’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
2020 Q3	–	Sell	-968	Closed	-$200K	–	1190
2020 Q2	$200K	Buy	+968	New	+$189K	0.01%	1007
2020 Q1	–	Sell	-1,029	Closed	-$281K	–	1104
2019 Q4	$281K	Sell	1,029 -4	-0.4%	-$1.05K	0.01%	959
2019 Q3	$275K	Sell	1,033 -59	-5%	-$14.9K	0.01%	935
2019 Q2	$270K	Buy	+1,092	New	+$262K	0.01%	936

Other funds holding EG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Allied Advisory Services's EG Position: Q3 2020 in Review

First Allied Advisory Services sold out of Everest Group (EG) in Q3 2020, closing a stake of 968 shares — an estimated $200K sold.

First Allied Advisory Services first reported a position in EG in Q2 2019 and held it in 4 quarters. The position peaked at $281K in Q4 2019. 432 funds tracked by Wall St. Rank hold EG as of Q3 2020.

First Allied Advisory Services reported no remaining Everest Group position as of Q3 2020 after selling out during the quarter.
First Allied Advisory Services sold 968 Everest Group shares in Q3 2020, an estimated $200K.
First Allied Advisory Services first reported a position in Everest Group in Q2 2019 and held it in 4 quarters.
First Allied Advisory Services's Everest Group position peaked at $281K in Q4 2019.
432 funds tracked by Wall St. Rank held Everest Group as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.