NPC
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National Planning Corporation’s Everest Group EG Stock Holding History

National Planning Corporation’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,603
Closed -$1.51M – 189
2017
Q3 		$1.51M Sell
6,603
-1,001
-13% -$252K 0.13% 177
2017
Q2 		$2.01M Buy
7,604
+1,098
+17% +$271K 0.15% 161
2017
Q1 		$1.54M Buy
6,506
+64
+1% +$14.6K 0.12% 187
2016
Q4 		$1.43M Buy
6,442
+524
+9% +$108K 0.11% 193
2016
Q3 		$1.23M Buy
+5,918
New +$1.11M 0.1% 206

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

National Planning Corporation's EG Position: Q4 2017 in Review

National Planning Corporation sold out of Everest Group (EG) in Q4 2017, closing a stake of 6,603 shares — an estimated $1.51M sold.

National Planning Corporation first reported a position in EG in Q3 2016 and held it in 5 quarters. The position peaked at $2.01M in Q2 2017. 437 funds tracked by Wall St. Rank hold EG as of Q4 2017.

  • National Planning Corporation reported no remaining Everest Group position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 6,603 Everest Group shares in Q4 2017, an estimated $1.51M.
  • National Planning Corporation first reported a position in Everest Group in Q3 2016 and held it in 5 quarters.
  • National Planning Corporation's Everest Group position peaked at $2.01M in Q2 2017.
  • 437 funds tracked by Wall St. Rank held Everest Group as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.