RI
EVER

Redwood Investments’s Everbank Financial Corp EVER Stock Holding History

Redwood 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
2015
Q1 		– Sell
-9,655
Closed -$184K – 194
2014
Q4 		$184K Buy
9,655
+1,111
+13% +$20.7K 0.03% 123
2014
Q3 		$151K Buy
+8,544
New +$162K 0.02% 118
2013
Q3 		– Sell
-7,574
Closed -$125K – 201
2013
Q2 		$125K Buy
+7,574
New +$120K 0.02% 141

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 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
SBK
Steven B. Klinsky $220M AUM 4.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 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

Redwood Investments's EVER Position: Q1 2015 in Review

Redwood Investments sold out of Everbank Financial Corp (EVER) in Q1 2015, closing a stake of 9,655 shares — an estimated $184K sold.

Redwood Investments first reported a position in EVER in Q2 2013 and held it in 3 quarters. The position peaked at $184K in Q4 2014. 131 funds tracked by Wall St. Rank hold EVER as of Q1 2015.

  • Redwood Investments reported no remaining Everbank Financial Corp position as of Q1 2015 after selling out during the quarter.
  • Redwood Investments sold 9,655 Everbank Financial Corp shares in Q1 2015, an estimated $184K.
  • Redwood Investments first reported a position in Everbank Financial Corp in Q2 2013 and held it in 3 quarters.
  • Redwood Investments's Everbank Financial Corp position peaked at $184K in Q4 2014.
  • 131 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q1 2015.

Based on Redwood Investments's 13F filing for Q1 2015, filed 6 May 2015.