JG
EVER

Jefferies Group’s Everbank Financial Corp EVER Stock Holding History

Jefferies Group’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,128
Closed -$196K – 2670
2016
Q3 		$196K Buy
+10,128
New +$183K ﹤0.01% 1955
2015
Q3 		– Sell
-643
Closed -$13K – 3554
2015
Q2 		$13K Buy
+643
New +$12K ﹤0.01% 2745
2013
Q3 		– Sell
-14,612
Closed -$242K – 2347
2013
Q2 		$242K Buy
+14,612
New +$231K ﹤0.01% 1418

Other funds holding EVER

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jefferies Group's EVER Position: Q4 2016 in Review

Jefferies Group sold out of Everbank Financial Corp (EVER) in Q4 2016, closing a stake of 10,128 shares — an estimated $196K sold.

Jefferies Group first reported a position in EVER in Q2 2013 and held it in 3 quarters. The position peaked at $242K in Q2 2013. 150 funds tracked by Wall St. Rank hold EVER as of Q4 2016.

  • Jefferies Group reported no remaining Everbank Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Jefferies Group sold 10,128 Everbank Financial Corp shares in Q4 2016, an estimated $196K.
  • Jefferies Group first reported a position in Everbank Financial Corp in Q2 2013 and held it in 3 quarters.
  • Jefferies Group's Everbank Financial Corp position peaked at $242K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2016.

Based on Jefferies Group's 13F filing for Q4 2016, filed 14 Feb 2017.