SFPIA
EVER

Stevens First Principles Investment Advisors’s Everbank Financial Corp EVER Stock Holding History

Stevens First Principles Investment Advisors’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
-19,965
Closed -$319K – 202
2015
Q4 		$319K Sell
19,965
-2,735
-12% -$49K 0.27% 47
2015
Q3 		$438K Hold
22,700
– – 0.35% 55
2015
Q2 		$446K Buy
+22,700
New +$425K 0.29% 64

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

Stevens First Principles Investment Advisors's EVER Position: Q1 2016 in Review

Stevens First Principles Investment Advisors sold out of Everbank Financial Corp (EVER) in Q1 2016, closing a stake of 19,965 shares — an estimated $319K sold.

Stevens First Principles Investment Advisors first reported a position in EVER in Q2 2015 and held it in 3 quarters. The position peaked at $446K in Q2 2015. 148 funds tracked by Wall St. Rank hold EVER as of Q1 2016.

  • Stevens First Principles Investment Advisors reported no remaining Everbank Financial Corp position as of Q1 2016 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 19,965 Everbank Financial Corp shares in Q1 2016, an estimated $319K.
  • Stevens First Principles Investment Advisors first reported a position in Everbank Financial Corp in Q2 2015 and held it in 3 quarters.
  • Stevens First Principles Investment Advisors's Everbank Financial Corp position peaked at $446K in Q2 2015.
  • 148 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q1 2016.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2016, filed 13 May 2016.