FLC
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Francis L. Coolidge’s Everest Group EG Stock Holding History

Francis L. Coolidge’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
2013
Q2 		$55K Buy
+432
New +$55.9K 0.07% 145

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Francis L. Coolidge's EG Position: Q2 2013 in Review

Francis L. Coolidge opened a new position in Everest Group (EG) in Q2 2013: 432 shares worth $55K. The stake represents 0.07% of the portfolio and ranks #145 among its holdings.

320 funds tracked by Wall St. Rank hold EG as of Q2 2013.

  • Francis L. Coolidge held 432 shares of Everest Group worth $55K as of Q2 2013.
  • Everest Group was a new Francis L. Coolidge position in Q2 2013.
  • Everest Group made up 0.07% of Francis L. Coolidge's portfolio in Q2 2013, its #145 holding.
  • 320 funds tracked by Wall St. Rank held Everest Group as of Q2 2013.

Based on Francis L. Coolidge's 13F filing for Q2 2013, filed 7 Aug 2013.