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Sunnymeath Asset Management’s Evertec EVTC Stock Holding History

Sunnymeath Asset Management’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
2016
Q4 		$982K Buy
+55,300
New +$915K 1.38% 27
2016
Q2 		– Sell
-2,300
Closed -$32K – 149
2016
Q1 		$32K Buy
+2,300
New +$31.1K 0.05% 106

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Sunnymeath Asset Management's EVTC Position: Q4 2016 in Review

Sunnymeath Asset Management opened a new position in Evertec (EVTC) in Q4 2016: 55,300 shares worth $982K. The stake represents 1.38% of the portfolio and ranks #27 among its holdings. This is a return to the name: Sunnymeath Asset Management previously reported a position in EVTC as recently as Q1 2016.

Sunnymeath Asset Management first reported a position in EVTC in Q1 2016 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold EVTC as of Q4 2016.

  • Sunnymeath Asset Management held 55,300 shares of Evertec worth $982K as of Q4 2016.
  • Evertec was a new Sunnymeath Asset Management position in Q4 2016.
  • Evertec made up 1.38% of Sunnymeath Asset Management's portfolio in Q4 2016, its #27 holding.
  • Sunnymeath Asset Management first reported a position in Evertec in Q1 2016 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Evertec as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.