LPL Financial
EVER

LPL Financial’s Everbank Financial Corp EVER Stock Holding History

LPL Financial’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
Q3 		– Sell
-11,611
Closed -$192K – 2613
2013
Q2 		$192K Buy
+11,611
New +$184K ﹤0.01% 2221

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial's EVER Position: Q3 2013 in Review

LPL Financial sold out of Everbank Financial Corp (EVER) in Q3 2013, closing a stake of 11,611 shares — an estimated $192K sold.

LPL Financial first reported a position in EVER in Q2 2013 and held it in 1 quarter. The position peaked at $192K in Q2 2013. 111 funds tracked by Wall St. Rank hold EVER as of Q3 2013.

  • LPL Financial reported no remaining Everbank Financial Corp position as of Q3 2013 after selling out during the quarter.
  • LPL Financial sold 11,611 Everbank Financial Corp shares in Q3 2013, an estimated $192K.
  • LPL Financial first reported a position in Everbank Financial Corp in Q2 2013 and held it in 1 quarter.
  • LPL Financial's Everbank Financial Corp position peaked at $192K in Q2 2013.
  • 111 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2013.

Based on LPL Financial's 13F filing for Q3 2013, filed 4 Nov 2013.