MCM
EVTC icon

Manchester Capital Management’s Evertec EVTC Stock Holding History

Manchester Capital Management’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
2015
Q1 		– Sell
-5,226
Closed -$116K – 647
2014
Q4 		$116K Sell
5,226
-375
-7% -$8.24K 0.01% 508
2014
Q3 		$125K Hold
5,601
– – 0.02% 506
2014
Q2 		$136K Hold
5,601
– – 0.02% 483
2014
Q1 		$138K Buy
5,601
+53
+1% +$1.31K 0.02% 448
2013
Q4 		$137K Hold
5,548
– – 0.02% 423
2013
Q3 		$123K Hold
5,548
– – 0.02% 430
2013
Q2 		$122K Buy
+5,548
New +$113K 0.02% 418

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Manchester Capital Management's EVTC Position: Q1 2015 in Review

Manchester Capital Management sold out of Evertec (EVTC) in Q1 2015, closing a stake of 5,226 shares — an estimated $116K sold.

Manchester Capital Management first reported a position in EVTC in Q2 2013 and held it in 7 quarters. The position peaked at $138K in Q1 2014. 120 funds tracked by Wall St. Rank hold EVTC as of Q1 2015.

  • Manchester Capital Management reported no remaining Evertec position as of Q1 2015 after selling out during the quarter.
  • Manchester Capital Management sold 5,226 Evertec shares in Q1 2015, an estimated $116K.
  • Manchester Capital Management first reported a position in Evertec in Q2 2013 and held it in 7 quarters.
  • Manchester Capital Management's Evertec position peaked at $138K in Q1 2014.
  • 120 funds tracked by Wall St. Rank held Evertec as of Q1 2015.

Based on Manchester Capital Management's 13F filing for Q1 2015, filed 7 May 2015.