NEI
EVTC icon

Northwest & Ethical Investments’s Evertec EVTC Stock Holding History

Northwest & Ethical Investments’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-117,630
Closed -$1.83M – 331
2016
Q2 		$1.83M Sell
117,630
-280,810
-70% -$4.06M 0.14% 146
2016
Q1 		$5.57M Buy
398,440
+76,000
+24% +$1.03M 0.38% 76
2015
Q4 		$5.4M Buy
322,440
+69,670
+28% +$1.23M 0.39% 79
2015
Q3 		$4.57M Buy
252,770
+32,040
+15% +$606K 0.35% 84
2015
Q2 		$4.69M Buy
220,730
+74,940
+51% +$1.65M 0.31% 89
2015
Q1 		$3.19M Hold
145,790
– – 0.22% 118
2014
Q4 		$3.23M Hold
145,790
– – 0.22% 121
2014
Q3 		$3.26M Buy
145,790
+42,090
+41% +$962K 0.22% 113
2014
Q2 		$2.51M Buy
+103,700
New +$2.47M 0.16% 148

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Northwest & Ethical Investments's EVTC Position: Q3 2016 in Review

Northwest & Ethical Investments sold out of Evertec (EVTC) in Q3 2016, closing a stake of 117,630 shares — an estimated $1.83M sold.

Northwest & Ethical Investments first reported a position in EVTC in Q2 2014 and held it in 9 quarters. The position peaked at $5.57M in Q1 2016. 129 funds tracked by Wall St. Rank hold EVTC as of Q3 2016.

  • Northwest & Ethical Investments reported no remaining Evertec position as of Q3 2016 after selling out during the quarter.
  • Northwest & Ethical Investments sold 117,630 Evertec shares in Q3 2016, an estimated $1.83M.
  • Northwest & Ethical Investments first reported a position in Evertec in Q2 2014 and held it in 9 quarters.
  • Northwest & Ethical Investments's Evertec position peaked at $5.57M in Q1 2016.
  • 129 funds tracked by Wall St. Rank held Evertec as of Q3 2016.

Based on Northwest & Ethical Investments's 13F filing for Q3 2016, filed 8 Jul 2025.