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First Business Financial Services’s Everest Group EG Stock Holding History

First Business Financial 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
2017
Q4 		– Sell
-1,775
Closed -$405K – 81
2017
Q3 		$405K Buy
+1,775
New +$447K 0.08% 65

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $3.77B AUM 9.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

First Business Financial Services's EG Position: Q4 2017 in Review

First Business Financial Services sold out of Everest Group (EG) in Q4 2017, closing a stake of 1,775 shares — an estimated $405K sold.

First Business Financial Services first reported a position in EG in Q3 2017 and held it in 1 quarter. The position peaked at $405K in Q3 2017. 436 funds tracked by Wall St. Rank hold EG as of Q4 2017.

  • First Business Financial Services reported no remaining Everest Group position as of Q4 2017 after selling out during the quarter.
  • First Business Financial Services sold 1,775 Everest Group shares in Q4 2017, an estimated $405K.
  • First Business Financial Services first reported a position in Everest Group in Q3 2017 and held it in 1 quarter.
  • First Business Financial Services's Everest Group position peaked at $405K in Q3 2017.
  • 436 funds tracked by Wall St. Rank held Everest Group as of Q4 2017.

Based on First Business Financial Services's 13F filing for Q4 2017, filed 7 Feb 2018.