HCMT
EVER

Highland Capital Management (Texas)’s Everbank Financial Corp EVER Stock Holding History

Highland Capital Management (Texas)’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
Q4 		– Sell
-32,195
Closed -$623K – 369
2016
Q3 		$623K Buy
+32,195
New +$583K 0.02% 219
2016
Q1 		– Sell
-505,590
Closed -$8.08M – 304
2015
Q4 		$8.08M Buy
+505,590
New +$9.06M 0.26% 115

Other funds holding EVER

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
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Highland Capital Management (Texas)'s EVER Position: Q4 2016 in Review

Highland Capital Management (Texas) sold out of Everbank Financial Corp (EVER) in Q4 2016, closing a stake of 32,195 shares — an estimated $623K sold.

Highland Capital Management (Texas) first reported a position in EVER in Q4 2015 and held it in 2 quarters. The position peaked at $8.08M in Q4 2015. 150 funds tracked by Wall St. Rank hold EVER as of Q4 2016.

  • Highland Capital Management (Texas) reported no remaining Everbank Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Highland Capital Management (Texas) sold 32,195 Everbank Financial Corp shares in Q4 2016, an estimated $623K.
  • Highland Capital Management (Texas) first reported a position in Everbank Financial Corp in Q4 2015 and held it in 2 quarters.
  • Highland Capital Management (Texas)'s Everbank Financial Corp position peaked at $8.08M in Q4 2015.
  • 150 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2016.

Based on Highland Capital Management (Texas)'s 13F filing for Q4 2016, filed 13 Feb 2017.