SIP
EVER

Stoneridge Investment Partners’s Everbank Financial Corp EVER Stock Holding History

Stoneridge Investment Partners’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
Q2 		– Sell
-15,360
Closed -$232K – 354
2016
Q1 		$232K Buy
+15,360
New +$213K 0.03% 254

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 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
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return

Stoneridge Investment Partners's EVER Position: Q2 2016 in Review

Stoneridge Investment Partners sold out of Everbank Financial Corp (EVER) in Q2 2016, closing a stake of 15,360 shares — an estimated $232K sold.

Stoneridge Investment Partners first reported a position in EVER in Q1 2016 and held it in 1 quarter. The position peaked at $232K in Q1 2016. 148 funds tracked by Wall St. Rank hold EVER as of Q2 2016.

  • Stoneridge Investment Partners reported no remaining Everbank Financial Corp position as of Q2 2016 after selling out during the quarter.
  • Stoneridge Investment Partners sold 15,360 Everbank Financial Corp shares in Q2 2016, an estimated $232K.
  • Stoneridge Investment Partners first reported a position in Everbank Financial Corp in Q1 2016 and held it in 1 quarter.
  • Stoneridge Investment Partners's Everbank Financial Corp position peaked at $232K in Q1 2016.
  • 148 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2016.

Based on Stoneridge Investment Partners's 13F filing for Q2 2016, filed 25 Jul 2016.