Royal London Asset Management
EVER

Royal London Asset Management’s Everbank Financial Corp EVER Stock Holding History

Royal London Asset Management’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
2016
Q2 		$160K Buy
+10,753
New +$160K ﹤0.01% 525
2016
Q1 		– Sell
-10,753
Closed -$174K – 555
2015
Q4 		$174K Hold
10,753
– – ﹤0.01% 557
2015
Q3 		$208K Buy
+10,753
New +$213K ﹤0.01% 563

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 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 $838M AUM 14.24% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return

Royal London Asset Management's EVER Position: Q2 2016 in Review

Royal London Asset Management opened a new position in Everbank Financial Corp (EVER) in Q2 2016: 10,753 shares worth $160K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Royal London Asset Management previously reported a position in EVER as recently as Q4 2015.

Royal London Asset Management first reported a position in EVER in Q3 2015 and has held it in 3 quarters since. The position peaked at $208K in Q3 2015. 148 funds tracked by Wall St. Rank hold EVER as of Q2 2016.

  • Royal London Asset Management held 10,753 shares of Everbank Financial Corp worth $160K as of Q2 2016.
  • Everbank Financial Corp was a new Royal London Asset Management position in Q2 2016.
  • Everbank Financial Corp made up ﹤0.01% of Royal London Asset Management's portfolio in Q2 2016, its #525 holding.
  • Royal London Asset Management first reported a position in Everbank Financial Corp in Q3 2015 and has held it in 3 quarters since.
  • Royal London Asset Management's Everbank Financial Corp position peaked at $208K in Q3 2015.
  • 148 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2016.

Based on Royal London Asset Management's 13F filing for Q2 2016, filed 2 Aug 2016.