WAM
EVRI

Wealthspire Advisors (Maryland)’s Everi Holdings EVRI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EVRI Stock Details EVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,632
Closed -$7K – 1768
2015
Q4 		$7K Buy
+1,632
New +$6.95K ﹤0.01% 1269

Other funds holding EVRI

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EVRI Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Everi Holdings (EVRI) in Q1 2016, closing a stake of 1,632 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in EVRI in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 115 funds tracked by Wall St. Rank hold EVRI as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Everi Holdings position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,632 Everi Holdings shares in Q1 2016, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Everi Holdings in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Everi Holdings position peaked at $7K in Q4 2015.
  • 115 funds tracked by Wall St. Rank held Everi Holdings as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.