Howe & Rusling’s Everbank Financial Corp EVER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-235
Closed -$5K 1082
2017
Q1
$5K Sell
235
-30
-11% -$583 ﹤0.01% 691
2016
Q4
$5K Hold
265
﹤0.01% 700
2016
Q3
$5K Hold
265
﹤0.01% 695
2016
Q2
$4K Hold
265
﹤0.01% 721
2016
Q1
$4K Buy
265
+65
+33% +$903 ﹤0.01% 749
2015
Q4
$3K Hold
200
﹤0.01% 788
2015
Q3
$4K Hold
200
﹤0.01% 712
2015
Q2
$4K Hold
200
﹤0.01% 742
2015
Q1
$4K Buy
200
+40
+25% +$721 ﹤0.01% 684
2014
Q4
$3K Buy
160
+35
+28% +$652 ﹤0.01% 738
2014
Q3
$2K Buy
+125
New +$2.37K ﹤0.01% 785

Howe & Rusling's EVER Position: Q2 2017 in Review

Howe & Rusling sold out of Everbank Financial Corp (EVER) in Q2 2017, closing a stake of 235 shares — an estimated $5K sold.

Howe & Rusling first reported a position in EVER in Q3 2014 and held it in 11 quarters. The position peaked at $5K in Q1 2017. 0 funds tracked by Wall St. Rank hold EVER as of Q2 2017.

  • Howe & Rusling reported no remaining Everbank Financial Corp position as of Q2 2017 after selling out during the quarter.
  • Howe & Rusling sold 235 Everbank Financial Corp shares in Q2 2017, an estimated $5K.
  • Howe & Rusling first reported a position in Everbank Financial Corp in Q3 2014 and held it in 11 quarters.
  • Howe & Rusling's Everbank Financial Corp position peaked at $5K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2017.

Based on Howe & Rusling's 13F filing for Q2 2017, filed 13 Jul 2017.