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Realta Investment Advisors’s Evertec EVTC Stock Holding History

Realta Investment 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
Q1 		– Sell
-165
Closed -$6K – 633
2019
Q4 		$6K Sell
165
-1,010
-86% -$32K ﹤0.01% 1287
2019
Q3 		$36K Buy
+1,175
New +$39.4K 0.01% 758
2019
Q2 		– Sell
-31
Closed -$1K – 1734
2019
Q1 		$1K Buy
+31
New +$876 ﹤0.01% 1271

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
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Realta Investment Advisors's EVTC Position: Q1 2020 in Review

Realta Investment Advisors sold out of Evertec (EVTC) in Q1 2020, closing a stake of 165 shares — an estimated $6K sold.

Realta Investment Advisors first reported a position in EVTC in Q1 2019 and held it in 3 quarters. The position peaked at $36K in Q3 2019. 199 funds tracked by Wall St. Rank hold EVTC as of Q1 2020.

  • Realta Investment Advisors reported no remaining Evertec position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 165 Evertec shares in Q1 2020, an estimated $6K.
  • Realta Investment Advisors first reported a position in Evertec in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Evertec position peaked at $36K in Q3 2019.
  • 199 funds tracked by Wall St. Rank held Evertec as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.