WSA
EVTC icon

Wall Street Associates’s Evertec EVTC Stock Holding History

Wall Street Associates’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-72,208
Closed -$1.78M – 316
2013
Q4 		$1.78M Sell
72,208
-168,590
-70% -$3.81M 0.15% 181
2013
Q3 		$5.35M Sell
240,798
-766
-0.3% -$18.2K 0.5% 66
2013
Q2 		$5.31M Buy
+241,564
New +$4.94M 0.54% 67

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return

Wall Street Associates's EVTC Position: Q1 2014 in Review

Wall Street Associates sold out of Evertec (EVTC) in Q1 2014, closing a stake of 72,208 shares — an estimated $1.78M sold.

Wall Street Associates first reported a position in EVTC in Q2 2013 and held it in 3 quarters. The position peaked at $5.35M in Q3 2013. 112 funds tracked by Wall St. Rank hold EVTC as of Q1 2014.

  • Wall Street Associates reported no remaining Evertec position as of Q1 2014 after selling out during the quarter.
  • Wall Street Associates sold 72,208 Evertec shares in Q1 2014, an estimated $1.78M.
  • Wall Street Associates first reported a position in Evertec in Q2 2013 and held it in 3 quarters.
  • Wall Street Associates's Evertec position peaked at $5.35M in Q3 2013.
  • 112 funds tracked by Wall St. Rank held Evertec as of Q1 2014.

Based on Wall Street Associates's 13F filing for Q1 2014, filed 13 May 2014.