LFA
EVRI

Legacy Financial Advisors’s Everi Holdings EVRI Stock Holding History

Legacy Financial Advisors’s Portfolio EVRI Stock Details EVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,436
Closed -$7K – 1079
2018
Q4 		$7K Buy
1,436
+131
+10% +$893 ﹤0.01% 647
2018
Q3 		$11K Buy
1,305
+136
+12% +$1.11K ﹤0.01% 494
2018
Q2 		$9K Buy
1,169
+299
+34% +$2.14K ﹤0.01% 545
2018
Q1 		$5K Buy
870
+92
+12% +$685 ﹤0.01% 629
2017
Q4 		$5K Buy
+778
New +$6.27K ﹤0.01% 623

Other funds holding EVRI

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Advisors's EVRI Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Everi Holdings (EVRI) in Q1 2019, closing a stake of 1,436 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in EVRI in Q4 2017 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 157 funds tracked by Wall St. Rank hold EVRI as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Everi Holdings position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,436 Everi Holdings shares in Q1 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Everi Holdings in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Everi Holdings position peaked at $11K in Q3 2018.
  • 157 funds tracked by Wall St. Rank held Everi Holdings as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.