New York Life Trust’s Everest Group EG Stock Holding History

New York Life Trust’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 Q1	$6K	Sell	27 -405	-94%	-$92.5K	0.29%	108
2016 Q4	$93K	Buy	+432	New	+$89K	0.44%	93
2015 Q2	–	Sell	-81	Closed	-$14K	–	217
2015 Q1	$14K	Buy	81 +63	+350%	+$11.1K	0.06%	190
2014 Q4	$3K	Sell	18 -239	-93%	-$40.3K	0.01%	193
2014 Q3	$42K	Sell	257 -76	-23%	-$12.3K	0.17%	155
2014 Q2	$53K	Buy	333 +78	+31%	+$12.3K	0.22%	149
2014 Q1	$39K	Sell	255 -273	-52%	-$40.3K	0.17%	152
2013 Q4	$82K	Buy	+528	New	+$80.6K	0.37%	113

Other funds holding EG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

New York Life Trust's EG Position: Q1 2017 in Review

New York Life Trust reduced its Everest Group (EG) stake by 94% in Q1 2017, selling an estimated $92.5K and leaving 27 shares worth $6K. The position accounts for 0.29% of the portfolio, ranked #108.

New York Life Trust first reported a position in EG in Q4 2013 and has held it in 8 quarters since. The position peaked at $93K in Q4 2016. 388 funds tracked by Wall St. Rank hold EG as of Q1 2017.

New York Life Trust held 27 shares of Everest Group worth $6K as of Q1 2017.
New York Life Trust sold 405 Everest Group shares in Q1 2017, an estimated $92.5K.
Everest Group made up 0.29% of New York Life Trust's portfolio in Q1 2017, its #108 holding.
New York Life Trust first reported a position in Everest Group in Q4 2013 and has held it in 8 quarters since.
New York Life Trust's Everest Group position peaked at $93K in Q4 2016.
388 funds tracked by Wall St. Rank held Everest Group as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.