HW
EVER

Hancock Whitney’s Everbank Financial Corp EVER Stock Holding History

Hancock Whitney’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
2016
Q1 		– Sell
-508,750
Closed -$8.13M – 603
2015
Q4 		$8.13M Buy
508,750
+38,546
+8% +$691K 0.34% 131
2015
Q3 		$9.07M Buy
470,204
+4,735
+1% +$94K 0.38% 101
2015
Q2 		$8.39M Hold
465,469
– – 0.32% 132
2015
Q1 		$8.39M Buy
465,469
+2,478
+0.5% +$44.7K 0.32% 132
2014
Q4 		$8.82M Buy
462,991
+7,949
+2% +$148K 0.34% 121
2014
Q3 		$8.04M Buy
455,042
+30,000
+7% +$570K 0.31% 139
2014
Q2 		$8.57M Buy
+425,042
New +$8.19M 0.31% 133

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Hancock Whitney's EVER Position: Q1 2016 in Review

Hancock Whitney sold out of Everbank Financial Corp (EVER) in Q1 2016, closing a stake of 508,750 shares — an estimated $8.13M sold.

Hancock Whitney first reported a position in EVER in Q2 2014 and held it in 7 quarters. The position peaked at $9.07M in Q3 2015. 148 funds tracked by Wall St. Rank hold EVER as of Q1 2016.

  • Hancock Whitney reported no remaining Everbank Financial Corp position as of Q1 2016 after selling out during the quarter.
  • Hancock Whitney sold 508,750 Everbank Financial Corp shares in Q1 2016, an estimated $8.13M.
  • Hancock Whitney first reported a position in Everbank Financial Corp in Q2 2014 and held it in 7 quarters.
  • Hancock Whitney's Everbank Financial Corp position peaked at $9.07M in Q3 2015.
  • 148 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q1 2016.

Based on Hancock Whitney's 13F filing for Q1 2016, filed 13 May 2016.