JFGIW
EVER

Johnson Financial Group Inc (Wisconsin)’s Everbank Financial Corp EVER Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q3 		– Sell
-6,635
Closed -$99K – 766
2016
Q2 		$99K Hold
6,635
– – 0.01% 363
2016
Q1 		$100K Hold
6,635
– – 0.02% 308
2015
Q4 		$106K Hold
6,635
– – 0.02% 304
2015
Q3 		$128K Hold
6,635
– – 0.03% 301
2015
Q2 		$130K Buy
6,635
+3,000
+83% +$56.1K 0.03% 316
2015
Q1 		$66K Hold
3,635
– – 0.01% 472
2014
Q4 		$69K Hold
3,635
– – 0.02% 439
2014
Q3 		$64K Hold
3,635
– – 0.02% 409
2014
Q2 		$73K Buy
3,635
+2,255
+163% +$43.4K 0.02% 402
2014
Q1 		$27K Buy
+1,380
New +$25K 0.01% 495

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EVER Position: Q3 2016 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Everbank Financial Corp (EVER) in Q3 2016, closing a stake of 6,635 shares — an estimated $99K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EVER in Q1 2014 and held it in 10 quarters. The position peaked at $130K in Q2 2015. 153 funds tracked by Wall St. Rank hold EVER as of Q3 2016.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Everbank Financial Corp position as of Q3 2016 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 6,635 Everbank Financial Corp shares in Q3 2016, an estimated $99K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Everbank Financial Corp in Q1 2014 and held it in 10 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Everbank Financial Corp position peaked at $130K in Q2 2015.
  • 153 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2016.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2016, filed 14 Nov 2016.