Icon Wealth Partners’s Everest Group EG Stock Holding History

Icon Wealth Partners’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
2018 Q1	–	Sell	-12	Closed	-$3K	–	387
2017 Q4	$3K	Buy	+12	New	+$2.71K	﹤0.01%	808

Other funds holding EG

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

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

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

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

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

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

VVP

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Icon Wealth Partners's EG Position: Q1 2018 in Review

Icon Wealth Partners sold out of Everest Group (EG) in Q1 2018, closing a stake of 12 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in EG in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 462 funds tracked by Wall St. Rank hold EG as of Q1 2018.

Icon Wealth Partners reported no remaining Everest Group position as of Q1 2018 after selling out during the quarter.
Icon Wealth Partners sold 12 Everest Group shares in Q1 2018, an estimated $3K.
Icon Wealth Partners first reported a position in Everest Group in Q4 2017 and held it in 1 quarter.
Icon Wealth Partners's Everest Group position peaked at $3K in Q4 2017.
462 funds tracked by Wall St. Rank held Everest Group as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.