Morgan Stanley’s Everbank Financial Corp EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,663,878
| Closed | -$32.4M | – | 6763 |
|
|
2017
Q1 | $32.4M | Sell |
1,663,878
-2,164,977
| -57% | -$42.1M | 0.01% | 1185 |
|
|
2016
Q4 | $74.5M | Buy |
3,828,855
+1,098,140
| +40% | +$21.2M | 0.02% | 668 |
|
|
2016
Q3 | $52.9M | Buy |
2,730,715
+2,711,566
| +14,160% | +$49.1M | 0.02% | 823 |
|
|
2016
Q2 | $285K | Sell |
19,149
-6,735
| -26% | -$100K | ﹤0.01% | 4760 |
|
|
2016
Q1 | $390K | Sell |
25,884
-121,273
| -82% | -$1.69M | ﹤0.01% | 4591 |
|
|
2015
Q4 | $2.35M | Buy |
147,157
+119,485
| +432% | +$2.14M | ﹤0.01% | 3351 |
|
|
2015
Q3 | $534K | Buy |
27,672
+6,208
| +29% | +$123K | ﹤0.01% | 4565 |
|
|
2015
Q2 | $422K | Sell |
21,464
-7,790
| -27% | -$146K | ﹤0.01% | 4832 |
|
|
2015
Q1 | $528K | Buy |
29,254
+3,974
| +16% | +$71.7K | ﹤0.01% | 4619 |
|
|
2014
Q4 | $481K | Sell |
25,280
-18,536
| -42% | -$345K | ﹤0.01% | 4694 |
|
|
2014
Q3 | $774K | Buy |
43,816
+19,765
| +82% | +$375K | ﹤0.01% | 4260 |
|
|
2014
Q2 | $485K | Sell |
24,051
-10,952
| -31% | -$211K | ﹤0.01% | 4596 |
|
|
2014
Q1 | $690K | Buy |
35,003
+5,871
| +20% | +$106K | ﹤0.01% | 4312 |
|
|
2013
Q4 | $534K | Buy |
29,132
+2,936
| +11% | +$47.1K | ﹤0.01% | 4410 |
|
|
2013
Q3 | $392K | Sell |
26,196
-11,457
| -30% | -$177K | ﹤0.01% | 4490 |
|
|
2013
Q2 | $624K | Buy |
+37,653
| New | +$596K | ﹤0.01% | 4106 |
|
Morgan Stanley's EVER Position: Q2 2017 in Review
Morgan Stanley sold out of Everbank Financial Corp (EVER) in Q2 2017, closing a stake of 1,663,878 shares — an estimated $32.4M sold.
Morgan Stanley first reported a position in EVER in Q2 2013 and held it in 16 quarters. The position peaked at $74.5M in Q4 2016. 0 funds tracked by Wall St. Rank hold EVER as of Q2 2017.
- Morgan Stanley reported no remaining Everbank Financial Corp position as of Q2 2017 after selling out during the quarter.
- Morgan Stanley sold 1,663,878 Everbank Financial Corp shares in Q2 2017, an estimated $32.4M.
- Morgan Stanley first reported a position in Everbank Financial Corp in Q2 2013 and held it in 16 quarters.
- Morgan Stanley's Everbank Financial Corp position peaked at $74.5M in Q4 2016.
- 0 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2017.
Based on Morgan Stanley's 13F filing for Q2 2017, filed 11 Aug 2017.