VIA
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Virtus Investment Advisers’s Everest Group EG Stock Holding History

Virtus Investment Advisers’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-647
Closed -$143K – 137
2017
Q4 		$143K Buy
647
+88
+16% +$19.8K 0.02% 441
2017
Q3 		$128K Sell
559
-55
-9% -$13.9K 0.01% 458
2017
Q2 		$156K Buy
+614
New +$152K 0.02% 449

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Virtus Investment Advisers's EG Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Everest Group (EG) in Q1 2018, closing a stake of 647 shares — an estimated $143K sold.

Virtus Investment Advisers first reported a position in EG in Q2 2017 and held it in 3 quarters. The position peaked at $156K in Q2 2017. 462 funds tracked by Wall St. Rank hold EG as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Everest Group position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 647 Everest Group shares in Q1 2018, an estimated $143K.
  • Virtus Investment Advisers first reported a position in Everest Group in Q2 2017 and held it in 3 quarters.
  • Virtus Investment Advisers's Everest Group position peaked at $156K in Q2 2017.
  • 462 funds tracked by Wall St. Rank held Everest Group as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.