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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Focused Wealth Management's EG Position: Q4 2018 in Review

Focused Wealth Management sold out of Everest Group (EG) in Q4 2018, closing a stake of 500 shares — an estimated $114K sold.

Focused Wealth Management first reported a position in EG in Q2 2016 and held it in 9 quarters. The position peaked at $249K in Q4 2016. 425 funds tracked by Wall St. Rank hold EG as of Q4 2018.

Focused Wealth Management reported no remaining Everest Group position as of Q4 2018 after selling out during the quarter.
Focused Wealth Management sold 500 Everest Group shares in Q4 2018, an estimated $114K.
Focused Wealth Management first reported a position in Everest Group in Q2 2016 and held it in 9 quarters.
Focused Wealth Management's Everest Group position peaked at $249K in Q4 2016.
425 funds tracked by Wall St. Rank held Everest Group as of Q4 2018.

Based on Focused Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.