Personal Wealth Partners’s Evertec EVTC Stock Holding History

Personal Wealth Partners’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
2019 Q4	–	Sell	-2	Closed	–	–	561
2019 Q3	$0	Buy	+2	New	+$67	﹤0.01%	569

Other funds holding EVTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal Wealth Partners's EVTC Position: Q4 2019 in Review

Personal Wealth Partners sold out of Evertec (EVTC) in Q4 2019, closing a stake of 2 shares.

Personal Wealth Partners first reported a position in EVTC in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 222 funds tracked by Wall St. Rank hold EVTC as of Q4 2019.

Personal Wealth Partners reported no remaining Evertec position as of Q4 2019 after selling out during the quarter.
Personal Wealth Partners sold 2 Evertec shares in Q4 2019.
Personal Wealth Partners first reported a position in Evertec in Q3 2019 and held it in 1 quarter.
Personal Wealth Partners's Evertec position peaked at $0 in Q3 2019.
222 funds tracked by Wall St. Rank held Evertec as of Q4 2019.

Based on Personal Wealth Partners's 13F filing for Q4 2019, filed 28 Jan 2020.