VIG
EVER

Vienna Insurance Group’s Everbank Financial Corp EVER Stock Holding History

Vienna Insurance Group’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
2016
Q4 		– Sell
-200,000
Closed -$3.87M – 27
2016
Q3 		$3.87M Hold
200,000
– – 3.16% 17
2016
Q2 		$2.97M Hold
200,000
– – 2.91% 16
2016
Q1 		$3.02M Hold
200,000
– – 2.87% 17
2015
Q4 		$3.2M Hold
200,000
– – 3.94% 13
2015
Q3 		$3.86M Buy
+200,000
New +$3.97M 4.26% 14

Other funds holding EVER

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
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vienna Insurance Group's EVER Position: Q4 2016 in Review

Vienna Insurance Group sold out of Everbank Financial Corp (EVER) in Q4 2016, closing a stake of 200,000 shares — an estimated $3.87M sold.

Vienna Insurance Group first reported a position in EVER in Q3 2015 and held it in 5 quarters. The position peaked at $3.87M in Q3 2016. 150 funds tracked by Wall St. Rank hold EVER as of Q4 2016.

  • Vienna Insurance Group reported no remaining Everbank Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Vienna Insurance Group sold 200,000 Everbank Financial Corp shares in Q4 2016, an estimated $3.87M.
  • Vienna Insurance Group first reported a position in Everbank Financial Corp in Q3 2015 and held it in 5 quarters.
  • Vienna Insurance Group's Everbank Financial Corp position peaked at $3.87M in Q3 2016.
  • 150 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2016.

Based on Vienna Insurance Group's 13F filing for Q4 2016, filed 26 Aug 2024.