PCA
EVER

Personal Capital Advisors’s Everbank Financial Corp EVER Stock Holding History

Personal Capital Advisors’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
2016
Q3 		– Sell
-367,536
Closed -$5.46M – 189
2016
Q2 		$5.46M Sell
367,536
-6,998
-2% -$104K 0.21% 95
2016
Q1 		$5.65M Buy
374,534
+79,979
+27% +$1.11M 0.26% 90
2015
Q4 		$4.71M Buy
294,555
+12,659
+4% +$227K 0.26% 91
2015
Q3 		$5.44M Buy
281,896
+29,724
+12% +$590K 0.36% 81
2015
Q2 		$4.99M Buy
252,172
+31,604
+14% +$591K 0.35% 86
2015
Q1 		$3.98M Buy
220,568
+38,394
+21% +$692K 0.32% 86
2014
Q4 		$3.47M Buy
182,174
+31,624
+21% +$589K 0.35% 84
2014
Q3 		$2.66M Buy
+150,550
New +$2.86M 0.34% 85

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Personal Capital Advisors's EVER Position: Q3 2016 in Review

Personal Capital Advisors sold out of Everbank Financial Corp (EVER) in Q3 2016, closing a stake of 367,536 shares — an estimated $5.46M sold.

Personal Capital Advisors first reported a position in EVER in Q3 2014 and held it in 8 quarters. The position peaked at $5.65M in Q1 2016. 153 funds tracked by Wall St. Rank hold EVER as of Q3 2016.

  • Personal Capital Advisors reported no remaining Everbank Financial Corp position as of Q3 2016 after selling out during the quarter.
  • Personal Capital Advisors sold 367,536 Everbank Financial Corp shares in Q3 2016, an estimated $5.46M.
  • Personal Capital Advisors first reported a position in Everbank Financial Corp in Q3 2014 and held it in 8 quarters.
  • Personal Capital Advisors's Everbank Financial Corp position peaked at $5.65M in Q1 2016.
  • 153 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2016.

Based on Personal Capital Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.