PP
EVER

PDT Partners’s Everbank Financial Corp EVER Stock Holding History

PDT Partners’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
-70,258
Closed -$1.36M – 1203
2015
Q3 		$1.36M Buy
+70,258
New +$1.39M 0.03% 615
2015
Q1 		– Sell
-11,978
Closed -$228K – 1479
2014
Q4 		$228K Sell
11,978
-10,582
-47% -$197K 0.02% 552
2014
Q3 		$398K Buy
+22,560
New +$429K 0.01% 1013
2013
Q3 		– Sell
-23,465
Closed -$389K – 1847
2013
Q2 		$389K Buy
+23,465
New +$371K 0.01% 1169

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

PDT Partners's EVER Position: Q4 2015 in Review

PDT Partners sold out of Everbank Financial Corp (EVER) in Q4 2015, closing a stake of 70,258 shares — an estimated $1.36M sold.

PDT Partners first reported a position in EVER in Q2 2013 and held it in 4 quarters. The position peaked at $1.36M in Q3 2015. 141 funds tracked by Wall St. Rank hold EVER as of Q4 2015.

  • PDT Partners reported no remaining Everbank Financial Corp position as of Q4 2015 after selling out during the quarter.
  • PDT Partners sold 70,258 Everbank Financial Corp shares in Q4 2015, an estimated $1.36M.
  • PDT Partners first reported a position in Everbank Financial Corp in Q2 2013 and held it in 4 quarters.
  • PDT Partners's Everbank Financial Corp position peaked at $1.36M in Q3 2015.
  • 141 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2015.

Based on PDT Partners's 13F filing for Q4 2015, filed 16 Feb 2016.