TFA
EVER

Transamerica Financial Advisors’s Everbank Financial Corp EVER Stock Holding History

Transamerica Financial Advisors’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
Q4 		– Sell
-397
Closed -$8K – 883
2015
Q3 		$8K Buy
+397
New +$7.88K ﹤0.01% 614

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 $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Transamerica Financial Advisors's EVER Position: Q4 2015 in Review

Transamerica Financial Advisors sold out of Everbank Financial Corp (EVER) in Q4 2015, closing a stake of 397 shares — an estimated $8K sold.

Transamerica Financial Advisors first reported a position in EVER in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 141 funds tracked by Wall St. Rank hold EVER as of Q4 2015.

  • Transamerica Financial Advisors reported no remaining Everbank Financial Corp position as of Q4 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 397 Everbank Financial Corp shares in Q4 2015, an estimated $8K.
  • Transamerica Financial Advisors first reported a position in Everbank Financial Corp in Q3 2015 and held it in 1 quarter.
  • Transamerica Financial Advisors's Everbank Financial Corp position peaked at $8K in Q3 2015.
  • 141 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2015.

Based on Transamerica Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.