MPAM
EVER

Monarch Partners Asset Management’s Everbank Financial Corp EVER Stock Holding History

Monarch Partners Asset Management’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
2014
Q4 		– Sell
-83,217
Closed -$1.47M – 160
2014
Q3 		$1.47M Buy
83,217
+5,725
+7% +$109K 0.39% 104
2014
Q2 		$1.56M Sell
77,492
-13,450
-15% -$259K 0.41% 98
2014
Q1 		$1.79M Buy
90,942
+342
+0.4% +$6.19K 0.65% 69
2013
Q4 		$1.66M Buy
+90,600
New +$1.45M 0.61% 71

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
SBK
Steven B. Klinsky $220M AUM 4.28% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Monarch Partners Asset Management's EVER Position: Q4 2014 in Review

Monarch Partners Asset Management sold out of Everbank Financial Corp (EVER) in Q4 2014, closing a stake of 83,217 shares — an estimated $1.47M sold.

Monarch Partners Asset Management first reported a position in EVER in Q4 2013 and held it in 4 quarters. The position peaked at $1.79M in Q1 2014. 124 funds tracked by Wall St. Rank hold EVER as of Q4 2014.

  • Monarch Partners Asset Management reported no remaining Everbank Financial Corp position as of Q4 2014 after selling out during the quarter.
  • Monarch Partners Asset Management sold 83,217 Everbank Financial Corp shares in Q4 2014, an estimated $1.47M.
  • Monarch Partners Asset Management first reported a position in Everbank Financial Corp in Q4 2013 and held it in 4 quarters.
  • Monarch Partners Asset Management's Everbank Financial Corp position peaked at $1.79M in Q1 2014.
  • 124 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2014.

Based on Monarch Partners Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.