LWA
EVER

Lenox Wealth Advisors’s Everbank Financial Corp EVER Stock Holding History

Lenox 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
2013
Q4 		– Sell
-166
Closed -$2K – 426
2013
Q3 		$2K Buy
+166
New +$2.56K ﹤0.01% 243

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBK
Steven B. Klinsky $220M AUM 4.28% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lenox Wealth Advisors's EVER Position: Q4 2013 in Review

Lenox Wealth Advisors sold out of Everbank Financial Corp (EVER) in Q4 2013, closing a stake of 166 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in EVER in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 114 funds tracked by Wall St. Rank hold EVER as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining Everbank Financial Corp position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 166 Everbank Financial Corp shares in Q4 2013, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Everbank Financial Corp in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Everbank Financial Corp position peaked at $2K in Q3 2013.
  • 114 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2013.

Based on Lenox Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.