HighPoint Advisor Group’s Evertec EVTC Stock Holding History

HighPoint Advisor Group’s Portfolio EVTC Stock Details EVTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-16,720	Closed	-$506K	–	402
2019 Q3	$506K	Buy	+16,720	New	+$560K	0.11%	158

Other funds holding EVTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighPoint Advisor Group's EVTC Position: Q4 2019 in Review

HighPoint Advisor Group sold out of Evertec (EVTC) in Q4 2019, closing a stake of 16,720 shares — an estimated $506K sold.

HighPoint Advisor Group first reported a position in EVTC in Q3 2019 and held it in 1 quarter. The position peaked at $506K in Q3 2019. 222 funds tracked by Wall St. Rank hold EVTC as of Q4 2019.

HighPoint Advisor Group reported no remaining Evertec position as of Q4 2019 after selling out during the quarter.
HighPoint Advisor Group sold 16,720 Evertec shares in Q4 2019, an estimated $506K.
HighPoint Advisor Group first reported a position in Evertec in Q3 2019 and held it in 1 quarter.
HighPoint Advisor Group's Evertec position peaked at $506K in Q3 2019.
222 funds tracked by Wall St. Rank held Evertec as of Q4 2019.

Based on HighPoint Advisor Group's 13F filing for Q4 2019, filed 13 Feb 2020.