WT
EVRI

Whittier Trust’s Everi Holdings EVRI Stock Holding History

Whittier Trust’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
2019
Q3 		– Sell
-200
Closed -$2K – 1555
2019
Q2 		$2K Hold
200
– – ﹤0.01% 1218
2019
Q1 		$2K Hold
200
– – ﹤0.01% 1208
2018
Q4 		$1K Buy
+200
New +$1.36K ﹤0.01% 1276

Other funds holding EVRI

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Whittier Trust's EVRI Position: Q3 2019 in Review

Whittier Trust sold out of Everi Holdings (EVRI) in Q3 2019, closing a stake of 200 shares — an estimated $2K sold.

Whittier Trust first reported a position in EVRI in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 157 funds tracked by Wall St. Rank hold EVRI as of Q3 2019.

  • Whittier Trust reported no remaining Everi Holdings position as of Q3 2019 after selling out during the quarter.
  • Whittier Trust sold 200 Everi Holdings shares in Q3 2019, an estimated $2K.
  • Whittier Trust first reported a position in Everi Holdings in Q4 2018 and held it in 3 quarters.
  • Whittier Trust's Everi Holdings position peaked at $2K in Q2 2019.
  • 157 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2019.

Based on Whittier Trust's 13F filing for Q3 2019, filed 18 Oct 2019.