HCC
Hirtle Callaghan & Co’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-88
| Closed | -$20K | – | 176 |
|
|
2017
Q3 | $20K | Hold |
88
| – | – | ﹤0.01% | 153 |
|
|
2017
Q2 | $22K | Sell |
88
-22
| -20% | -$5.5K | ﹤0.01% | 127 |
|
|
2017
Q1 | $26K | Hold |
110
| – | – | ﹤0.01% | 127 |
|
|
2016
Q4 | $24K | Sell |
110
-528
| -83% | -$115K | ﹤0.01% | 105 |
|
|
2016
Q3 | $121K | Hold |
638
| – | – | 0.03% | 108 |
|
|
2016
Q2 | $117K | Sell |
638
-275
| -30% | -$50.4K | 0.02% | 98 |
|
|
2016
Q1 | $181K | Sell |
913
-61
| -6% | -$12.1K | 0.03% | 94 |
|
|
2015
Q4 | $178K | Hold |
974
| – | – | 0.04% | 64 |
|
|
2015
Q3 | $170K | Hold |
974
| – | – | 0.03% | 88 |
|
|
2015
Q2 | $177K | Buy |
+974
| New | +$177K | 0.06% | 91 |
|
|
2013
Q4 | – | Sell |
-6
| Closed | -$1K | – | 626 |
|
|
2013
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 580 |
|