Steven B. Klinsky’s Everbank Financial Corp EVER Stock Holding History

Steven B. Klinsky’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
2015 Q2	$132M	Sell	6,732,783 -256,900	-4%	-$4.81M	60.02%	1
2015 Q1	$126M	Hold	6,989,683	–	–	57.42%	1
2014 Q4	$133M	Sell	6,989,683 -645,163	-8%	-$12M	73.11%	1
2014 Q3	$135M	Sell	7,634,846 -1,102,258	-13%	-$20.9M	74.86%	1
2014 Q2	$176M	Hold	8,737,104	–	–	81.44%	1
2014 Q1	$172M	Hold	8,737,104	–	–	81.04%	1
2013 Q4	$160M	Hold	8,737,104	–	–	79.81%	1
2013 Q3	$131M	Hold	8,737,104	–	–	78.24%	1
2013 Q2	$145M	Buy	+8,737,104	New	+$138M	80.66%	1

Other funds holding EVER

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Steven B. Klinsky's EVER Position: Q2 2015 in Review

Steven B. Klinsky reduced its Everbank Financial Corp (EVER) stake by 3.7% in Q2 2015, selling an estimated $4.81M and leaving 6,732,783 shares worth $132M. The position accounts for 60.02% of the portfolio, ranked #1.

Steven B. Klinsky first reported a position in EVER in Q2 2013 and has held it in 9 quarters since. The position peaked at $176M in Q2 2014. 132 funds tracked by Wall St. Rank hold EVER as of Q2 2015.

Steven B. Klinsky held 6,732,783 shares of Everbank Financial Corp worth $132M as of Q2 2015.
Steven B. Klinsky sold 256,900 Everbank Financial Corp shares in Q2 2015, an estimated $4.81M.
Everbank Financial Corp made up 60.02% of Steven B. Klinsky's portfolio in Q2 2015, its #1 holding.
Steven B. Klinsky first reported a position in Everbank Financial Corp in Q2 2013 and has held it in 9 quarters since.
Steven B. Klinsky's Everbank Financial Corp position peaked at $176M in Q2 2014.
132 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2015.

Based on Steven B. Klinsky's 13F filing for Q2 2015, filed 14 Aug 2015.