FWM
EG icon

Focused Wealth Management’s Everest Group EG Stock Holding History

Focused Wealth Management’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
2018
Q4 		– Sell
-500
Closed -$114K – 705
2018
Q3 		$114K Hold
500
– – 0.04% 214
2018
Q2 		$115K Hold
500
– – 0.04% 210
2018
Q1 		$128K Hold
500
– – 0.04% 219
2017
Q4 		$111K Buy
+500
New +$113K 0.04% 221
2017
Q3 		– Sell
-500
Closed -$127K – 672
2017
Q2 		$127K Hold
500
– – 0.05% 196
2017
Q1 		$117K Sell
500
-650
-57% -$148K 0.05% 203
2016
Q4 		$249K Hold
1,150
– – 0.11% 116
2016
Q3 		$218K Hold
1,150
– – 0.1% 129
2016
Q2 		$210K Buy
+1,150
New +$211K 0.1% 131

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return