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Wealthspire Advisors (Maryland)’s Everest Group EG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-86
Closed -$19K – 896
2019
Q1 		$19K Sell
86
-6
-7% -$1.31K ﹤0.01% 1294
2018
Q4 		$20K Buy
92
+16
+21% +$3.48K ﹤0.01% 1201
2018
Q3 		$17K Sell
76
-2
-3% -$448 ﹤0.01% 1363
2018
Q2 		$18K Buy
78
+12
+18% +$2.82K ﹤0.01% 1348
2018
Q1 		$17K Sell
66
-5
-7% -$1.2K ﹤0.01% 1342
2017
Q4 		$16K Buy
71
+1
+1% +$225 ﹤0.01% 1397
2017
Q3 		$16K Sell
70
-4
-5% -$1.01K ﹤0.01% 1377
2017
Q2 		$19K Sell
74
-1
-1% -$247 ﹤0.01% 1283
2017
Q1 		$18K Buy
75
+4
+6% +$913 ﹤0.01% 1118
2016
Q4 		$15K Hold
71
– – ﹤0.01% 1098
2016
Q3 		$13K Sell
71
-24
-25% -$4.51K ﹤0.01% 1180
2016
Q2 		$17K Sell
95
-418
-81% -$76.8K ﹤0.01% 1043
2016
Q1 		$101K Buy
513
+293
+133% +$54.1K 0.02% 516
2015
Q4 		$40K Buy
+220
New +$40K 0.01% 775

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Everest Group (EG) in Q2 2019, closing a stake of 86 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in EG in Q4 2015 and held it in 14 quarters. The position peaked at $101K in Q1 2016. 443 funds tracked by Wall St. Rank hold EG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Everest Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 86 Everest Group shares in Q2 2019, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in Everest Group in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Everest Group position peaked at $101K in Q1 2016.
  • 443 funds tracked by Wall St. Rank held Everest Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.