SFM
EVER

Systematic Financial Management’s Everbank Financial Corp EVER Stock Holding History

Systematic Financial Management’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
2013
Q3 		– Sell
-2,382,306
Closed -$39.5M – 728
2013
Q2 		$39.5M Buy
+2,382,306
New +$37.7M 0.34% 94

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBK
Steven B. Klinsky $220M AUM 4.28% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Systematic Financial Management's EVER Position: Q3 2013 in Review

Systematic Financial Management sold out of Everbank Financial Corp (EVER) in Q3 2013, closing a stake of 2,382,306 shares — an estimated $39.5M sold.

Systematic Financial Management first reported a position in EVER in Q2 2013 and held it in 1 quarter. The position peaked at $39.5M in Q2 2013. 111 funds tracked by Wall St. Rank hold EVER as of Q3 2013.

  • Systematic Financial Management reported no remaining Everbank Financial Corp position as of Q3 2013 after selling out during the quarter.
  • Systematic Financial Management sold 2,382,306 Everbank Financial Corp shares in Q3 2013, an estimated $39.5M.
  • Systematic Financial Management first reported a position in Everbank Financial Corp in Q2 2013 and held it in 1 quarter.
  • Systematic Financial Management's Everbank Financial Corp position peaked at $39.5M in Q2 2013.
  • 111 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2013.

Based on Systematic Financial Management's 13F filing for Q3 2013, filed 12 Nov 2013.