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Guardian Capital (Canada)’s Everest Group EG Stock Holding History

Guardian Capital (Canada)’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
2016
Q2 		– Sell
-2,045
Closed -$404K – 216
2016
Q1 		$404K Buy
2,045
+247
+14% +$45.6K 0.01% 155
2015
Q4 		$329K Buy
+1,798
New +$327K 0.01% 168
2015
Q3 		– Sell
-2,203
Closed -$401K – 221
2015
Q2 		$401K Hold
2,203
– – 0.01% 166
2015
Q1 		$383K Sell
2,203
-546
-20% -$95.9K 0.01% 185
2014
Q4 		$468K Buy
+2,749
New +$464K 0.01% 180

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Guardian Capital (Canada)'s EG Position: Q2 2016 in Review

Guardian Capital (Canada) sold out of Everest Group (EG) in Q2 2016, closing a stake of 2,045 shares — an estimated $404K sold.

Guardian Capital (Canada) first reported a position in EG in Q4 2014 and held it in 5 quarters. The position peaked at $468K in Q4 2014. 387 funds tracked by Wall St. Rank hold EG as of Q2 2016.

  • Guardian Capital (Canada) reported no remaining Everest Group position as of Q2 2016 after selling out during the quarter.
  • Guardian Capital (Canada) sold 2,045 Everest Group shares in Q2 2016, an estimated $404K.
  • Guardian Capital (Canada) first reported a position in Everest Group in Q4 2014 and held it in 5 quarters.
  • Guardian Capital (Canada)'s Everest Group position peaked at $468K in Q4 2014.
  • 387 funds tracked by Wall St. Rank held Everest Group as of Q2 2016.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2016, filed 12 Aug 2016.