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Optimum Investment Advisors’s Everest Group EG Stock Holding History

Optimum Investment Advisors’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
2018
Q4 		– Sell
-16
Closed -$4K – 975
2018
Q3 		$4K Hold
16
– – ﹤0.01% 928
2018
Q2 		$4K Buy
+16
New +$3.76K ﹤0.01% 944

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Optimum Investment Advisors's EG Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Everest Group (EG) in Q4 2018, closing a stake of 16 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in EG in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 424 funds tracked by Wall St. Rank hold EG as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Everest Group position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 16 Everest Group shares in Q4 2018, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Everest Group in Q2 2018 and held it in 2 quarters.
  • Optimum Investment Advisors's Everest Group position peaked at $4K in Q3 2018.
  • 424 funds tracked by Wall St. Rank held Everest Group as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.