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Index Management Solutions’s Everest Group EG Stock Holding History

Index Management Solutions’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
2015
Q3 		– Sell
-28
Closed -$5K – 724
2015
Q2 		$5K Buy
+28
New +$5.09K ﹤0.01% 681
2014
Q4 		– Sell
-2,328
Closed -$377K – 853
2014
Q3 		$377K Buy
2,328
+172
+8% +$27.8K 0.04% 376
2014
Q2 		$346K Buy
2,156
+1,505
+231% +$238K 0.04% 376
2014
Q1 		$100K Buy
+651
New +$96.2K 0.02% 454

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Index Management Solutions's EG Position: Q3 2015 in Review

Index Management Solutions sold out of Everest Group (EG) in Q3 2015, closing a stake of 28 shares — an estimated $5K sold.

Index Management Solutions first reported a position in EG in Q1 2014 and held it in 4 quarters. The position peaked at $377K in Q3 2014. 375 funds tracked by Wall St. Rank hold EG as of Q3 2015.

  • Index Management Solutions reported no remaining Everest Group position as of Q3 2015 after selling out during the quarter.
  • Index Management Solutions sold 28 Everest Group shares in Q3 2015, an estimated $5K.
  • Index Management Solutions first reported a position in Everest Group in Q1 2014 and held it in 4 quarters.
  • Index Management Solutions's Everest Group position peaked at $377K in Q3 2014.
  • 375 funds tracked by Wall St. Rank held Everest Group as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.