IBEX Wealth Advisors’s Everest Group EG Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-415	Closed	-$91K	–	156
2016 Q4	$91K	Buy	+415	New	+$85.5K	0.04%	142

Other funds holding EG

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

IBEX Wealth Advisors's EG Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Everest Group (EG) in Q1 2017, closing a stake of 415 shares — an estimated $91K sold.

IBEX Wealth Advisors first reported a position in EG in Q4 2016 and held it in 1 quarter. The position peaked at $91K in Q4 2016. 387 funds tracked by Wall St. Rank hold EG as of Q1 2017.

IBEX Wealth Advisors reported no remaining Everest Group position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 415 Everest Group shares in Q1 2017, an estimated $91K.
IBEX Wealth Advisors first reported a position in Everest Group in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Everest Group position peaked at $91K in Q4 2016.
387 funds tracked by Wall St. Rank held Everest Group as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.