GG
EVER

Gofen & Glossberg’s Everbank Financial Corp EVER Stock Holding History

Gofen & Glossberg’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-16,330
Closed -$294K – 469
2015
Q1 		$294K Hold
16,330
– – 0.01% 364
2014
Q4 		$311K Hold
16,330
– – 0.01% 342
2014
Q3 		$288K Hold
16,330
– – 0.01% 352
2014
Q2 		$329K Buy
+16,330
New +$315K 0.01% 331

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBK
Steven B. Klinsky $220M AUM 4.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Gofen & Glossberg's EVER Position: Q2 2015 in Review

Gofen & Glossberg sold out of Everbank Financial Corp (EVER) in Q2 2015, closing a stake of 16,330 shares — an estimated $294K sold.

Gofen & Glossberg first reported a position in EVER in Q2 2014 and held it in 4 quarters. The position peaked at $329K in Q2 2014. 132 funds tracked by Wall St. Rank hold EVER as of Q2 2015.

  • Gofen & Glossberg reported no remaining Everbank Financial Corp position as of Q2 2015 after selling out during the quarter.
  • Gofen & Glossberg sold 16,330 Everbank Financial Corp shares in Q2 2015, an estimated $294K.
  • Gofen & Glossberg first reported a position in Everbank Financial Corp in Q2 2014 and held it in 4 quarters.
  • Gofen & Glossberg's Everbank Financial Corp position peaked at $329K in Q2 2014.
  • 132 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2015.

Based on Gofen & Glossberg's 13F filing for Q2 2015, filed 16 Jul 2015.