NCCM
EVER

Nine Chapters Capital Management’s Everbank Financial Corp EVER Stock Holding History

Nine Chapters Capital 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
2015
Q4 		– Sell
-24,800
Closed -$479K – 832
2015
Q3 		$479K Buy
+24,800
New +$492K 0.04% 580
2014
Q4 		– Sell
-15,100
Closed -$267K – 1319
2014
Q3 		$267K Buy
+15,100
New +$287K 0.02% 751
2013
Q3 		– Sell
-22,400
Closed -$371K – 985
2013
Q2 		$371K Buy
+22,400
New +$354K 0.06% 410

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Nine Chapters Capital Management's EVER Position: Q4 2015 in Review

Nine Chapters Capital Management sold out of Everbank Financial Corp (EVER) in Q4 2015, closing a stake of 24,800 shares — an estimated $479K sold.

Nine Chapters Capital Management first reported a position in EVER in Q2 2013 and held it in 3 quarters. The position peaked at $479K in Q3 2015. 141 funds tracked by Wall St. Rank hold EVER as of Q4 2015.

  • Nine Chapters Capital Management reported no remaining Everbank Financial Corp position as of Q4 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 24,800 Everbank Financial Corp shares in Q4 2015, an estimated $479K.
  • Nine Chapters Capital Management first reported a position in Everbank Financial Corp in Q2 2013 and held it in 3 quarters.
  • Nine Chapters Capital Management's Everbank Financial Corp position peaked at $479K in Q3 2015.
  • 141 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2015.

Based on Nine Chapters Capital Management's 13F filing for Q4 2015.