Summit Global Investments’s Evertec EVTC Stock Holding History

Summit Global Investments’s Portfolio EVTC Stock Details EVTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-26,400	Closed	-$418K	–	260
2017 Q3	$418K	Sell	26,400 -4,000	-13%	-$71.6K	0.07%	228
2017 Q2	$526K	Buy	+30,400	New	+$497K	0.16%	130

Other funds holding EVTC

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

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

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Global Investments's EVTC Position: Q4 2017 in Review

Summit Global Investments sold out of Evertec (EVTC) in Q4 2017, closing a stake of 26,400 shares — an estimated $418K sold.

Summit Global Investments first reported a position in EVTC in Q2 2017 and held it in 2 quarters. The position peaked at $526K in Q2 2017. 156 funds tracked by Wall St. Rank hold EVTC as of Q4 2017.

Summit Global Investments reported no remaining Evertec position as of Q4 2017 after selling out during the quarter.
Summit Global Investments sold 26,400 Evertec shares in Q4 2017, an estimated $418K.
Summit Global Investments first reported a position in Evertec in Q2 2017 and held it in 2 quarters.
Summit Global Investments's Evertec position peaked at $526K in Q2 2017.
156 funds tracked by Wall St. Rank held Evertec as of Q4 2017.

Based on Summit Global Investments's 13F filing for Q4 2017, filed 14 Feb 2018.