ST
EVER

Spot Trading’s Everbank Financial Corp EVER Stock Holding History

Spot Trading’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
Q1 		– Sell
-11,200
Closed -$179K – 4372
2015
Q4 		$179K Hold
11,200
– – ﹤0.01% 2535
2015
Q3 		$216K Buy
+11,200
New +$222K ﹤0.01% 2651
2014
Q4 		– Sell
-16,600
Closed -$293K – 4663
2014
Q3 		$293K Buy
+16,600
New +$315K ﹤0.01% 2924
2014
Q2 		– Sell
-50,000
Closed -$987K – 5028
2014
Q1 		$987K Hold
50,000
– – 0.01% 2033
2013
Q4 		$917K Buy
50,000
+16,000
+47% +$257K ﹤0.01% 2024
2013
Q3 		$509K Sell
34,000
-1,400
-4% -$21.6K ﹤0.01% 2418
2013
Q2 		$586K Buy
+35,400
New +$560K ﹤0.01% 2329

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Spot Trading's EVER Position: Q4 2015 in Review

Spot Trading sold out of Everbank Financial Corp (EVER) in Q4 2015, closing a stake of 78 shares — an estimated $1.4K sold.

Spot Trading first reported a position in EVER in Q3 2013 and held it in 4 quarters. The position peaked at $195K in Q3 2013. 141 funds tracked by Wall St. Rank hold EVER as of Q4 2015.

  • Spot Trading reported no remaining Everbank Financial Corp position as of Q4 2015 after selling out during the quarter.
  • Spot Trading sold 78 Everbank Financial Corp shares in Q4 2015, an estimated $1.4K.
  • Spot Trading first reported a position in Everbank Financial Corp in Q3 2013 and held it in 4 quarters.
  • Spot Trading's Everbank Financial Corp position peaked at $195K in Q3 2013.
  • 141 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2015.

Based on Spot Trading's 13F filing for Q4 2015, filed 29 Jan 2016.