VFA
EVER

Virtus Fund Advisers’s Everbank Financial Corp EVER Stock Holding History

Virtus Fund Advisers’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
Q3 		– Sell
-7,775
Closed -$157K – 2438
2014
Q2 		$157K Buy
+7,775
New +$150K ﹤0.01% 1092

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

Virtus Fund Advisers's EVER Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Everbank Financial Corp (EVER) in Q3 2014, closing a stake of 7,775 shares — an estimated $157K sold.

Virtus Fund Advisers first reported a position in EVER in Q2 2014 and held it in 1 quarter. The position peaked at $157K in Q2 2014. 133 funds tracked by Wall St. Rank hold EVER as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Everbank Financial Corp position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 7,775 Everbank Financial Corp shares in Q3 2014, an estimated $157K.
  • Virtus Fund Advisers first reported a position in Everbank Financial Corp in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Everbank Financial Corp position peaked at $157K in Q2 2014.
  • 133 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.