Stifel Financial’s Everbank Financial Corp EVER Stock Holding History

Stifel Financial’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
2017 Q1	–	Sell	-50,275	Closed	-$977K	–	2658
2016 Q4	$977K	Buy	+50,275	New	+$973K	﹤0.01%	1407
2016 Q3	–	Sell	-19,338	Closed	-$288K	–	2575
2016 Q2	$288K	Sell	19,338 -7,470	-28%	-$111K	﹤0.01%	2058
2016 Q1	$404K	Sell	26,808 -74,016	-73%	-$1.03M	﹤0.01%	1695
2015 Q4	$1.61M	Buy	100,824 +30,824	+44%	+$552K	0.01%	1071
2015 Q3	$1.35M	Sell	70,000 -355	-0.5%	-$7.05K	0.01%	1089
2015 Q2	$1.38M	Buy	70,355 +355	+0.5%	+$6.64K	0.01%	1196
2015 Q1	$1.26M	Hold	70,000	–	–	0.01%	1168
2014 Q4	$1.33M	Buy	+70,000	New	+$1.3M	0.01%	1114

Other funds holding EVER

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

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

TAM

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

Stifel Financial's EVER Position: Q1 2017 in Review

Stifel Financial sold out of Everbank Financial Corp (EVER) in Q1 2017, closing a stake of 50,275 shares — an estimated $977K sold.

Stifel Financial first reported a position in EVER in Q4 2014 and held it in 8 quarters. The position peaked at $1.61M in Q4 2015. 152 funds tracked by Wall St. Rank hold EVER as of Q1 2017.

Stifel Financial reported no remaining Everbank Financial Corp position as of Q1 2017 after selling out during the quarter.
Stifel Financial sold 50,275 Everbank Financial Corp shares in Q1 2017, an estimated $977K.
Stifel Financial first reported a position in Everbank Financial Corp in Q4 2014 and held it in 8 quarters.
Stifel Financial's Everbank Financial Corp position peaked at $1.61M in Q4 2015.
152 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q1 2017.

Based on Stifel Financial's 13F filing for Q1 2017, filed 10 May 2017.