PI
EVER

Putnam Investments’s Everbank Financial Corp EVER Stock Holding History

Putnam Investments’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
2014
Q2 		– Sell
-279,486
Closed -$5.51M – 1535
2014
Q1 		$5.51M Sell
279,486
-13,700
-5% -$248K 0.01% 720
2013
Q4 		$5.38M Sell
293,186
-400
-0.1% -$6.42K 0.01% 717
2013
Q3 		$4.4M Buy
293,586
+56,000
+24% +$864K 0.01% 774
2013
Q2 		$3.94M Buy
+237,586
New +$3.76M 0.01% 803

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
SBK
Steven B. Klinsky $220M AUM 4.28% 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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Putnam Investments's EVER Position: Q2 2014 in Review

Putnam Investments sold out of Everbank Financial Corp (EVER) in Q2 2014, closing a stake of 279,486 shares — an estimated $5.51M sold.

Putnam Investments first reported a position in EVER in Q2 2013 and held it in 4 quarters. The position peaked at $5.51M in Q1 2014. 128 funds tracked by Wall St. Rank hold EVER as of Q2 2014.

  • Putnam Investments reported no remaining Everbank Financial Corp position as of Q2 2014 after selling out during the quarter.
  • Putnam Investments sold 279,486 Everbank Financial Corp shares in Q2 2014, an estimated $5.51M.
  • Putnam Investments first reported a position in Everbank Financial Corp in Q2 2013 and held it in 4 quarters.
  • Putnam Investments's Everbank Financial Corp position peaked at $5.51M in Q1 2014.
  • 128 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2014.

Based on Putnam Investments's 13F filing for Q2 2014, filed 14 Aug 2014.