UBS AM’s Everbank Financial Corp EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-78,510
| Closed | -$1.53M | – | 2570 |
|
|
2017
Q1 | $1.53M | Buy |
78,510
+43,701
| +126% | +$850K | ﹤0.01% | 1465 |
|
|
2016
Q4 | $676K | Sell |
34,809
-33,465
| -49% | -$648K | ﹤0.01% | 1716 |
|
|
2016
Q3 | $1.32M | Buy |
68,274
+8,298
| +14% | +$150K | ﹤0.01% | 1554 |
|
|
2016
Q2 | $891K | Hold |
59,976
| – | – | ﹤0.01% | 1712 |
|
|
2016
Q1 | $905K | Sell |
59,976
-391,557
| -87% | -$5.44M | ﹤0.01% | 1675 |
|
|
2015
Q4 | $7.22M | Sell |
451,533
-7,825
| -2% | -$140K | 0.01% | 947 |
|
|
2015
Q3 | $8.87M | Buy |
459,358
+54,861
| +14% | +$1.09M | 0.01% | 896 |
|
|
2015
Q2 | $7.95M | Buy |
404,497
+9,436
| +2% | +$177K | 0.01% | 952 |
|
|
2015
Q1 | $7.12M | Sell |
395,061
-16,371
| -4% | -$295K | 0.01% | 972 |
|
|
2014
Q4 | $7.84M | Sell |
411,432
-823
| -0.2% | -$15.3K | 0.01% | 936 |
|
|
2014
Q3 | $7.28M | Sell |
412,255
-13,759
| -3% | -$261K | 0.01% | 944 |
|
|
2014
Q2 | $8.59M | Sell |
426,014
-34,059
| -7% | -$656K | 0.01% | 898 |
|
|
2014
Q1 | $9.08M | Sell |
460,073
-56,856
| -11% | -$1.03M | 0.01% | 877 |
|
|
2013
Q4 | $9.48M | Buy |
516,929
+154,276
| +43% | +$2.48M | 0.01% | 838 |
|
|
2013
Q3 | $5.43M | Buy |
362,653
+3,929
| +1% | +$60.6K | 0.01% | 966 |
|
|
2013
Q2 | $5.94M | Buy |
+358,724
| New | +$5.67M | 0.01% | 916 |
|
UBS AM's EVER Position: Q2 2017 in Review
UBS AM sold out of Everbank Financial Corp (EVER) in Q2 2017, closing a stake of 78,510 shares — an estimated $1.53M sold.
UBS AM first reported a position in EVER in Q2 2013 and held it in 16 quarters. The position peaked at $9.48M in Q4 2013. 0 funds tracked by Wall St. Rank hold EVER as of Q2 2017.
- UBS AM reported no remaining Everbank Financial Corp position as of Q2 2017 after selling out during the quarter.
- UBS AM sold 78,510 Everbank Financial Corp shares in Q2 2017, an estimated $1.53M.
- UBS AM first reported a position in Everbank Financial Corp in Q2 2013 and held it in 16 quarters.
- UBS AM's Everbank Financial Corp position peaked at $9.48M in Q4 2013.
- 0 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q2 2017.
Based on UBS AM's 13F filing for Q2 2017, filed 11 Aug 2017.