WIC
EG icon

Woodmont Investment Counsel’s Everest Group EG Stock Holding History

Woodmont Investment Counsel’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
Q4 		– Sell
-114
Closed -$22K – 309
2016
Q3 		$22K Buy
+114
New +$21.4K 0.01% 355

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 $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Woodmont Investment Counsel's EG Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Everest Group (EG) in Q4 2016, closing a stake of 114 shares — an estimated $22K sold.

Woodmont Investment Counsel first reported a position in EG in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 400 funds tracked by Wall St. Rank hold EG as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Everest Group position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 114 Everest Group shares in Q4 2016, an estimated $22K.
  • Woodmont Investment Counsel first reported a position in Everest Group in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Everest Group position peaked at $22K in Q3 2016.
  • 400 funds tracked by Wall St. Rank held Everest Group as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.