SCA
EVER

Strategic Capital Alternatives’s Everbank Financial Corp EVER Stock Holding History

Strategic Capital Alternatives’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
Q3 		– Sell
-750
Closed -$15K – 529
2015
Q2 		$15K Buy
+750
New +$14K ﹤0.01% 412
2014
Q4 		– Sell
-750
Closed -$13K – 390
2014
Q3 		$13K Buy
+750
New +$14.2K ﹤0.01% 378

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Strategic Capital Alternatives's EVER Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of Everbank Financial Corp (EVER) in Q3 2015, closing a stake of 750 shares — an estimated $15K sold.

Strategic Capital Alternatives first reported a position in EVER in Q3 2014 and held it in 2 quarters. The position peaked at $15K in Q2 2015. 144 funds tracked by Wall St. Rank hold EVER as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining Everbank Financial Corp position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 750 Everbank Financial Corp shares in Q3 2015, an estimated $15K.
  • Strategic Capital Alternatives first reported a position in Everbank Financial Corp in Q3 2014 and held it in 2 quarters.
  • Strategic Capital Alternatives's Everbank Financial Corp position peaked at $15K in Q2 2015.
  • 144 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.