Wealthfront’s Everest Group EG Stock Holding History

Wealthfront’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 Q3	–	Sell	-868	Closed	-$200K	–	515
2018 Q2	$200K	Buy	+868	New	+$204K	﹤0.01%	496
2017 Q4	–	Sell	-2,842	Closed	-$649K	–	506
2017 Q3	$649K	Buy	+2,842	New	+$716K	0.01%	276
2015 Q4	–	Sell	-193	Closed	-$33K	–	495
2015 Q3	$33K	Buy	193 +9	+5%	+$1.63K	﹤0.01%	599
2015 Q2	$33K	Buy	184 +152	+475%	+$27.7K	﹤0.01%	545
2015 Q1	$6K	Buy	32 +31	+3,100%	+$5.45K	﹤0.01%	741
2014 Q4	$0	Buy	+1	New	+$169	﹤0.01%	758

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront's EG Position: Q3 2018 in Review

Wealthfront sold out of Everest Group (EG) in Q3 2018, closing a stake of 868 shares — an estimated $200K sold.

Wealthfront first reported a position in EG in Q4 2014 and held it in 6 quarters. The position peaked at $649K in Q3 2017. 406 funds tracked by Wall St. Rank hold EG as of Q3 2018.

Wealthfront reported no remaining Everest Group position as of Q3 2018 after selling out during the quarter.
Wealthfront sold 868 Everest Group shares in Q3 2018, an estimated $200K.
Wealthfront first reported a position in Everest Group in Q4 2014 and held it in 6 quarters.
Wealthfront's Everest Group position peaked at $649K in Q3 2017.
406 funds tracked by Wall St. Rank held Everest Group as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.