MFS
EVER

MSI Financial Services’s Everbank Financial Corp EVER Stock Holding History

MSI Financial Services’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
2016
Q4 		$2K Hold
100
– – ﹤0.01% 3598
2016
Q3 		$2K Sell
100
-1,362
-93% -$24.7K ﹤0.01% 3616
2016
Q2 		$22K Hold
1,462
– – ﹤0.01% 2296
2016
Q1 		$22K Sell
1,462
-300
-17% -$4.17K ﹤0.01% 2263
2015
Q4 		$28K Buy
+1,762
New +$31.6K ﹤0.01% 2112

Other funds holding EVER

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
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MSI Financial Services's EVER Position: Q4 2016 in Review

MSI Financial Services held its Everbank Financial Corp (EVER) position steady in Q4 2016 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3598.

MSI Financial Services first reported a position in EVER in Q4 2015 and has held it in 5 quarters since. The position peaked at $28K in Q4 2015. 150 funds tracked by Wall St. Rank hold EVER as of Q4 2016.

  • MSI Financial Services held 100 shares of Everbank Financial Corp worth $2K as of Q4 2016.
  • MSI Financial Services left its Everbank Financial Corp share count unchanged in Q4 2016.
  • Everbank Financial Corp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3598 holding.
  • MSI Financial Services first reported a position in Everbank Financial Corp in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's Everbank Financial Corp position peaked at $28K in Q4 2015.
  • 150 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.