WealthPLAN Partners’s Everest Group EG Stock Holding History

WealthPLAN Partners’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
2016 Q3	–	Sell	-95	Closed	-$17	–	986
2016 Q2	$17	Buy	+95	New	+$17.5K	﹤0.01%	2490

Other funds holding EG

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

WealthPLAN Partners's EG Position: Q3 2016 in Review

WealthPLAN Partners sold out of Everest Group (EG) in Q3 2016, closing a stake of 95 shares — an estimated $17 sold.

WealthPLAN Partners first reported a position in EG in Q2 2016 and held it in 1 quarter. The position peaked at $17 in Q2 2016. 377 funds tracked by Wall St. Rank hold EG as of Q3 2016.

WealthPLAN Partners reported no remaining Everest Group position as of Q3 2016 after selling out during the quarter.
WealthPLAN Partners sold 95 Everest Group shares in Q3 2016, an estimated $17.
WealthPLAN Partners first reported a position in Everest Group in Q2 2016 and held it in 1 quarter.
WealthPLAN Partners's Everest Group position peaked at $17 in Q2 2016.
377 funds tracked by Wall St. Rank held Everest Group as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.