Proficio Capital Partners’s Everest Group EG Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-12	Closed	-$3K	–	547
2019 Q2	$3K	Sell	12 -10	-45%	-$2.4K	﹤0.01%	1381
2019 Q1	$5K	Buy	22 +6	+38%	+$1.31K	﹤0.01%	1099
2018 Q4	$3K	Hold	16	–	–	﹤0.01%	942
2018 Q3	$4K	Hold	16	–	–	﹤0.01%	983
2018 Q2	$4K	Sell	16 -2	-11%	-$470	﹤0.01%	1015
2018 Q1	$5K	Hold	18	–	–	﹤0.01%	998
2017 Q4	$4K	Sell	18 -21	-54%	-$4.74K	﹤0.01%	1009
2017 Q3	$9K	Sell	39 -166	-81%	-$41.8K	﹤0.01%	814
2017 Q2	$54K	Sell	205 -36	-15%	-$8.89K	0.02%	366
2017 Q1	$60K	Buy	241 +91	+61%	+$20.8K	0.03%	339
2016 Q4	$32K	Sell	150 -4	-3%	-$824	0.01%	347
2016 Q3	$29K	Buy	154 +131	+570%	+$24.6K	0.02%	364
2016 Q2	$4K	Buy	+23	New	+$4.23K	﹤0.01%	727
2016 Q1	–	Sell	-10	Closed	-$2K	–	1083
2015 Q4	$2K	Buy	+10	New	+$1.82K	﹤0.01%	641

Other funds holding EG

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

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

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

Boston Partners

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return