U
EVER

UBS’s Everbank Financial Corp EVER Stock Holding History

UBS’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
2014
Q2 		– Sell
-600
Closed -$12K – 11109
2014
Q1 		$12K Hold
600
– – ﹤0.01% 8736
2013
Q4 		$11K Buy
600
+500
+500% +$8.03K ﹤0.01% 8926
2013
Q3 		$2K Buy
+100
New +$1.54K ﹤0.01% 10035

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
SBK
Steven B. Klinsky $220M AUM 4.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

UBS's EVER Position: Q3 2014 in Review

UBS reduced its Everbank Financial Corp (EVER) stake by 1.8% in Q3 2014, selling an estimated $14.3K and leaving 42,324 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #3868.

UBS first reported a position in EVER in Q2 2013 and has held it in 6 quarters since. The position peaked at $897K in Q4 2013. 133 funds tracked by Wall St. Rank hold EVER as of Q3 2014.

  • UBS held 42,324 shares of Everbank Financial Corp worth $747K as of Q3 2014.
  • UBS sold 755 Everbank Financial Corp shares in Q3 2014, an estimated $14.3K.
  • Everbank Financial Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3868 holding.
  • UBS first reported a position in Everbank Financial Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's Everbank Financial Corp position peaked at $897K in Q4 2013.
  • 133 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.