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Raymond James Financial Services Advisors’s Evertec EVTC Stock Holding History

Raymond James Financial Services Advisors’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
2020
Q3 		– Sell
-9,594
Closed -$270K – 2919
2020
Q2 		$270K Sell
9,594
-6,040
-39% -$160K ﹤0.01% 2296
2020
Q1 		$355K Sell
15,634
-10,441
-40% -$320K ﹤0.01% 1743
2019
Q4 		$888K Buy
26,075
+251
+1% +$7.95K ﹤0.01% 1606
2019
Q3 		$806K Buy
25,824
+4,410
+21% +$148K ﹤0.01% 1601
2019
Q2 		$700K Sell
21,414
-4,300
-17% -$126K ﹤0.01% 1702
2019
Q1 		$715K Buy
+25,714
New +$727K ﹤0.01% 1657

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raymond James Financial Services Advisors's EVTC Position: Q3 2020 in Review

Raymond James Financial Services Advisors sold out of Evertec (EVTC) in Q3 2020, closing a stake of 9,594 shares — an estimated $270K sold.

Raymond James Financial Services Advisors first reported a position in EVTC in Q1 2019 and held it in 6 quarters. The position peaked at $888K in Q4 2019. 200 funds tracked by Wall St. Rank hold EVTC as of Q3 2020.

  • Raymond James Financial Services Advisors reported no remaining Evertec position as of Q3 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 9,594 Evertec shares in Q3 2020, an estimated $270K.
  • Raymond James Financial Services Advisors first reported a position in Evertec in Q1 2019 and held it in 6 quarters.
  • Raymond James Financial Services Advisors's Evertec position peaked at $888K in Q4 2019.
  • 200 funds tracked by Wall St. Rank held Evertec as of Q3 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.