Kovack Advisors’s Evertec EVTC Stock Holding History

Kovack Advisors’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
2016 Q4	–	Sell	-14,697	Closed	-$247K	–	278
2016 Q3	$247K	Buy	+14,697	New	+$246K	0.12%	196

Other funds holding EVTC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FCP

Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Kovack Advisors's EVTC Position: Q4 2016 in Review

Kovack Advisors sold out of Evertec (EVTC) in Q4 2016, closing a stake of 14,697 shares — an estimated $247K sold.

Kovack Advisors first reported a position in EVTC in Q3 2016 and held it in 1 quarter. The position peaked at $247K in Q3 2016. 131 funds tracked by Wall St. Rank hold EVTC as of Q4 2016.

Kovack Advisors reported no remaining Evertec position as of Q4 2016 after selling out during the quarter.
Kovack Advisors sold 14,697 Evertec shares in Q4 2016, an estimated $247K.
Kovack Advisors first reported a position in Evertec in Q3 2016 and held it in 1 quarter.
Kovack Advisors's Evertec position peaked at $247K in Q3 2016.
131 funds tracked by Wall St. Rank held Evertec as of Q4 2016.

Based on Kovack Advisors's 13F filing for Q4 2016, filed 10 Sep 2018.