SCC
EVER

Second Curve Capital’s Everbank Financial Corp EVER Stock Holding History

Second Curve Capital’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
2014
Q1 		– Sell
-1,294,520
Closed -$23.7M – 30
2013
Q4 		$23.7M Sell
1,294,520
-25,000
-2% -$401K 4.93% 8
2013
Q3 		$19.8M Buy
1,319,520
+475,785
+56% +$7.34M 4.44% 8
2013
Q2 		$14M Buy
+843,735
New +$13.3M 3.5% 12

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SBK
Steven B. Klinsky $220M AUM 4.28% 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 $2.3T AUM 54.33% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Second Curve Capital's EVER Position: Q1 2014 in Review

Second Curve Capital sold out of Everbank Financial Corp (EVER) in Q1 2014, closing a stake of 1,294,520 shares — an estimated $23.7M sold.

Second Curve Capital first reported a position in EVER in Q2 2013 and held it in 3 quarters. The position peaked at $23.7M in Q4 2013. 129 funds tracked by Wall St. Rank hold EVER as of Q1 2014.

  • Second Curve Capital reported no remaining Everbank Financial Corp position as of Q1 2014 after selling out during the quarter.
  • Second Curve Capital sold 1,294,520 Everbank Financial Corp shares in Q1 2014, an estimated $23.7M.
  • Second Curve Capital first reported a position in Everbank Financial Corp in Q2 2013 and held it in 3 quarters.
  • Second Curve Capital's Everbank Financial Corp position peaked at $23.7M in Q4 2013.
  • 129 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q1 2014.

Based on Second Curve Capital's 13F filing for Q1 2014, filed 13 May 2014.