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J. Goldman & Co’s Evertec EVTC Stock Holding History

J. Goldman & Co’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-75,000
Closed -$1.82M – 294
2014
Q2 		$1.82M Buy
+75,000
New +$1.79M 0.13% 156
2014
Q1 		– Sell
-140,000
Closed -$3.45M – 253
2013
Q4 		$3.45M Buy
140,000
+19,273
+16% +$435K 0.43% 71
2013
Q3 		$2.68M Buy
+120,727
New +$2.87M 0.25% 129

Other funds holding EVTC

MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
RCM
Roystone Capital Management New York $590M AUM 11.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

J. Goldman & Co's EVTC Position: Q3 2014 in Review

J. Goldman & Co sold out of Evertec (EVTC) in Q3 2014, closing a stake of 75,000 shares — an estimated $1.82M sold.

J. Goldman & Co first reported a position in EVTC in Q3 2013 and held it in 3 quarters. The position peaked at $3.45M in Q4 2013. 129 funds tracked by Wall St. Rank hold EVTC as of Q3 2014.

  • J. Goldman & Co reported no remaining Evertec position as of Q3 2014 after selling out during the quarter.
  • J. Goldman & Co sold 75,000 Evertec shares in Q3 2014, an estimated $1.82M.
  • J. Goldman & Co first reported a position in Evertec in Q3 2013 and held it in 3 quarters.
  • J. Goldman & Co's Evertec position peaked at $3.45M in Q4 2013.
  • 129 funds tracked by Wall St. Rank held Evertec as of Q3 2014.

Based on J. Goldman & Co's 13F filing for Q3 2014, filed 14 Nov 2014.