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Westover Capital Advisors’s Everest Group EG Stock Holding History

Westover Capital Advisors’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
Q2 		– Sell
-2,864
Closed -$565K – 83
2016
Q1 		$565K Sell
2,864
-148
-5% -$27.3K 0.48% 57
2015
Q4 		$551K Sell
3,012
-135
-4% -$24.5K 0.46% 55
2015
Q3 		$546K Sell
3,147
-2,494
-44% -$451K 0.47% 57
2015
Q2 		$1.03M Buy
5,641
+653
+13% +$119K 0.82% 40
2015
Q1 		$868K Buy
4,988
+200
+4% +$35.1K 0.7% 45
2014
Q4 		$815K Buy
4,788
+92
+2% +$15.5K 0.7% 45
2014
Q3 		$761K Buy
4,696
+664
+16% +$108K 0.62% 50
2014
Q2 		$647K Buy
+4,032
New +$638K 0.55% 55

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Westover Capital Advisors's EG Position: Q2 2016 in Review

Westover Capital Advisors sold out of Everest Group (EG) in Q2 2016, closing a stake of 2,864 shares — an estimated $565K sold.

Westover Capital Advisors first reported a position in EG in Q2 2014 and held it in 8 quarters. The position peaked at $1.03M in Q2 2015. 387 funds tracked by Wall St. Rank hold EG as of Q2 2016.

  • Westover Capital Advisors reported no remaining Everest Group position as of Q2 2016 after selling out during the quarter.
  • Westover Capital Advisors sold 2,864 Everest Group shares in Q2 2016, an estimated $565K.
  • Westover Capital Advisors first reported a position in Everest Group in Q2 2014 and held it in 8 quarters.
  • Westover Capital Advisors's Everest Group position peaked at $1.03M in Q2 2015.
  • 387 funds tracked by Wall St. Rank held Everest Group as of Q2 2016.

Based on Westover Capital Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.