SIG
P

Stanford Investment Group’s Everpure Inc P Stock Holding History

Stanford Investment Group’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-450,164
Closed -$5.09M – 210
2016
Q4 		$5.09M Sell
450,164
-77,000
-15% -$998K 2.48% 12
2016
Q3 		$7.14M Sell
527,164
-22,000
-4% -$275K 3.36% 7
2016
Q2 		$5.99M Buy
+549,164
New +$7.16M 3.05% 7

Other funds holding P

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Stanford Investment Group's P Position: Q1 2017 in Review

Stanford Investment Group sold out of Everpure Inc (P) in Q1 2017, closing a stake of 450,164 shares — an estimated $5.09M sold.

Stanford Investment Group first reported a position in P in Q2 2016 and held it in 3 quarters. The position peaked at $7.14M in Q3 2016. 134 funds tracked by Wall St. Rank hold P as of Q1 2017.

  • Stanford Investment Group reported no remaining Everpure Inc position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 450,164 Everpure Inc shares in Q1 2017, an estimated $5.09M.
  • Stanford Investment Group first reported a position in Everpure Inc in Q2 2016 and held it in 3 quarters.
  • Stanford Investment Group's Everpure Inc position peaked at $7.14M in Q3 2016.
  • 134 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.