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Hoxton Financial’s Everest Group EG Stock Holding History

Hoxton Financial’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-115
Closed -$18K – 410
2013
Q4 		$18K Buy
115
+39
+51% +$5.96K 0.01% 366
2013
Q3 		$11K Sell
76
-14
-16% -$1.9K 0.01% 263
2013
Q2 		$12K Buy
+90
New +$11.6K 0.01% 364

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hoxton Financial's EG Position: Q1 2014 in Review

Hoxton Financial sold out of Everest Group (EG) in Q1 2014, closing a stake of 115 shares — an estimated $18K sold.

Hoxton Financial first reported a position in EG in Q2 2013 and held it in 3 quarters. The position peaked at $18K in Q4 2013. 354 funds tracked by Wall St. Rank hold EG as of Q1 2014.

  • Hoxton Financial reported no remaining Everest Group position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 115 Everest Group shares in Q1 2014, an estimated $18K.
  • Hoxton Financial first reported a position in Everest Group in Q2 2013 and held it in 3 quarters.
  • Hoxton Financial's Everest Group position peaked at $18K in Q4 2013.
  • 354 funds tracked by Wall St. Rank held Everest Group as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.