SI
EVER

Scout Investments’s Everbank Financial Corp EVER Stock Holding History

Scout 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
2016
Q4 		– Sell
-70,650
Closed -$1.37M – 335
2016
Q3 		$1.37M Sell
70,650
-69,050
-49% -$1.25M 0.04% 247
2016
Q2 		$2.08M Buy
139,700
+700
+0.5% +$10.4K 0.06% 220
2016
Q1 		$2.1M Sell
139,000
-19,000
-12% -$264K 0.06% 217
2015
Q4 		$2.52M Sell
158,000
-7,900
-5% -$142K 0.06% 204
2015
Q3 		$3.2M Hold
165,900
– – 0.07% 179
2015
Q2 		$3.26M Buy
165,900
+400
+0.2% +$7.48K 0.06% 201
2015
Q1 		$2.98M Hold
165,500
– – 0.05% 204
2014
Q4 		$3.15M Buy
165,500
+400
+0.2% +$7.45K 0.05% 190
2014
Q3 		$2.92M Buy
165,100
+200
+0.1% +$3.8K 0.04% 196
2014
Q2 		$3.32M Buy
164,900
+18,250
+12% +$352K 0.04% 189
2014
Q1 		$2.89M Buy
+146,650
New +$2.66M 0.03% 207

Other funds holding EVER

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
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Scout Investments's EVER Position: Q4 2016 in Review

Scout Investments sold out of Everbank Financial Corp (EVER) in Q4 2016, closing a stake of 70,650 shares — an estimated $1.37M sold.

Scout Investments first reported a position in EVER in Q1 2014 and held it in 11 quarters. The position peaked at $3.32M in Q2 2014. 150 funds tracked by Wall St. Rank hold EVER as of Q4 2016.

  • Scout Investments reported no remaining Everbank Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Scout Investments sold 70,650 Everbank Financial Corp shares in Q4 2016, an estimated $1.37M.
  • Scout Investments first reported a position in Everbank Financial Corp in Q1 2014 and held it in 11 quarters.
  • Scout Investments's Everbank Financial Corp position peaked at $3.32M in Q2 2014.
  • 150 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2016.

Based on Scout Investments's 13F filing for Q4 2016, filed 30 Jan 2017.