Wright Investors Service’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,935
| Closed | -$442K | – | 217 |
|
|
2017
Q3 | $442K | Sell |
1,935
-60
| -3% | -$13.7K | 0.16% | 149 |
|
|
2017
Q2 | $508K | Sell |
1,995
-185
| -8% | -$47.1K | 0.19% | 144 |
|
|
2017
Q1 | $510K | Sell |
2,180
-30
| -1% | -$7.02K | 0.21% | 142 |
|
|
2016
Q4 | $478K | Sell |
2,210
-335
| -13% | -$72.5K | 0.21% | 151 |
|
|
2016
Q3 | $483K | Buy |
2,545
+555
| +28% | +$105K | 0.2% | 146 |
|
|
2016
Q2 | $364K | Sell |
1,990
-1,035
| -34% | -$189K | 0.15% | 174 |
|
|
2016
Q1 | $597K | Buy |
3,025
+79
| +3% | +$15.6K | 0.24% | 137 |
|
|
2015
Q4 | $539K | Buy |
2,946
+140
| +5% | +$25.6K | 0.2% | 168 |
|
|
2015
Q3 | $486K | Buy |
2,806
+10
| +0.4% | +$1.73K | 0.22% | 135 |
|
|
2015
Q2 | $509K | Buy |
2,796
+670
| +32% | +$122K | 0.24% | 124 |
|
|
2015
Q1 | $370K | Buy |
+2,126
| New | +$370K | 0.18% | 157 |
|
|
2014
Q3 | – | Sell |
-1,331
| Closed | -$214K | – | 205 |
|
|
2014
Q2 | $214K | Hold |
1,331
| – | – | 0.1% | 206 |
|
|
2014
Q1 | $204K | Hold |
1,331
| – | – | 0.09% | 209 |
|
|
2013
Q4 | $207K | Buy |
+1,331
| New | +$207K | 0.09% | 214 |
|