NERM
EVER

New England Research & Management’s Everbank Financial Corp EVER Stock Holding History

New England Research & 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
Q1 		– Sell
-31,950
Closed -$586K – 165
2013
Q4 		$586K Buy
+31,950
New +$513K 0.57% 71

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBK
Steven B. Klinsky $220M AUM 4.28% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

New England Research & Management's EVER Position: Q1 2014 in Review

New England Research & Management sold out of Everbank Financial Corp (EVER) in Q1 2014, closing a stake of 31,950 shares — an estimated $586K sold.

New England Research & Management first reported a position in EVER in Q4 2013 and held it in 1 quarter. The position peaked at $586K in Q4 2013. 129 funds tracked by Wall St. Rank hold EVER as of Q1 2014.

  • New England Research & Management reported no remaining Everbank Financial Corp position as of Q1 2014 after selling out during the quarter.
  • New England Research & Management sold 31,950 Everbank Financial Corp shares in Q1 2014, an estimated $586K.
  • New England Research & Management first reported a position in Everbank Financial Corp in Q4 2013 and held it in 1 quarter.
  • New England Research & Management's Everbank Financial Corp position peaked at $586K in Q4 2013.
  • 129 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q1 2014.

Based on New England Research & Management's 13F filing for Q1 2014, filed 16 Apr 2014.