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Wilmington Trust National Association’s Everest Group EG Stock Holding History

Wilmington Trust National Association’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
2014
Q2 		– Sell
-5,234
Closed -$801K – 614
2014
Q1 		$801K Buy
+5,234
New +$773K 0.03% 278

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wilmington Trust National Association's EG Position: Q2 2014 in Review

Wilmington Trust National Association sold out of Everest Group (EG) in Q2 2014, closing a stake of 5,234 shares — an estimated $801K sold.

Wilmington Trust National Association first reported a position in EG in Q1 2014 and held it in 1 quarter. The position peaked at $801K in Q1 2014. 366 funds tracked by Wall St. Rank hold EG as of Q2 2014.

  • Wilmington Trust National Association reported no remaining Everest Group position as of Q2 2014 after selling out during the quarter.
  • Wilmington Trust National Association sold 5,234 Everest Group shares in Q2 2014, an estimated $801K.
  • Wilmington Trust National Association first reported a position in Everest Group in Q1 2014 and held it in 1 quarter.
  • Wilmington Trust National Association's Everest Group position peaked at $801K in Q1 2014.
  • 366 funds tracked by Wall St. Rank held Everest Group as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.