JMPWA
EVER

JP Morgan Private Wealth Advisors’s Everbank Financial Corp EVER Stock Holding History

JP Morgan Private Wealth Advisors’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
-22,746
Closed -$338K – 1305
2016
Q2 		$338K Buy
+22,746
New +$338K ﹤0.01% 931

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 190.64% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 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 27.01% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EVER Position: Q3 2016 in Review

JP Morgan Private Wealth Advisors sold out of Everbank Financial Corp (EVER) in Q3 2016, closing a stake of 22,746 shares — an estimated $338K sold.

JP Morgan Private Wealth Advisors first reported a position in EVER in Q2 2016 and held it in 1 quarter. The position peaked at $338K in Q2 2016. 153 funds tracked by Wall St. Rank hold EVER as of Q3 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Everbank Financial Corp position as of Q3 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 22,746 Everbank Financial Corp shares in Q3 2016, an estimated $338K.
  • JP Morgan Private Wealth Advisors first reported a position in Everbank Financial Corp in Q2 2016 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Everbank Financial Corp position peaked at $338K in Q2 2016.
  • 153 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.