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Acrospire Investment Management’s Evercore EVR Stock Holding History

Acrospire Investment Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-727
Closed -$51K – 484
2017
Q2 		$51K Sell
727
-200
-22% -$14.5K 0.05% 829
2017
Q1 		$72K Sell
927
-2,200
-70% -$171K 0.06% 588
2016
Q4 		$215K Sell
3,127
-400
-11% -$24.6K 0.09% 316
2016
Q3 		$182K Buy
3,527
+1,100
+45% +$55.3K 0.12% 199
2016
Q2 		$107K Sell
2,427
-2,300
-49% -$115K 0.08% 392
2016
Q1 		$245K Buy
+4,727
New +$226K 0.17% 133

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Acrospire Investment Management's EVR Position: Q3 2017 in Review

Acrospire Investment Management sold out of Evercore (EVR) in Q3 2017, closing a stake of 727 shares — an estimated $51K sold.

Acrospire Investment Management first reported a position in EVR in Q1 2016 and held it in 6 quarters. The position peaked at $245K in Q1 2016. 296 funds tracked by Wall St. Rank hold EVR as of Q3 2017.

  • Acrospire Investment Management reported no remaining Evercore position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 727 Evercore shares in Q3 2017, an estimated $51K.
  • Acrospire Investment Management first reported a position in Evercore in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Evercore position peaked at $245K in Q1 2016.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.