AG
EVBN

Advisor Group’s Evans Bancorp Inc EVBN Stock Holding History

Advisor Group’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Hold
75
– – ﹤0.01% 4900
2019
Q3 		$3K Hold
75
– – ﹤0.01% 4888
2019
Q2 		$3K Hold
75
– – ﹤0.01% 4900
2019
Q1 		$3K Hold
75
– – ﹤0.01% 4880
2018
Q4 		$2K Hold
75
– – ﹤0.01% 4863
2018
Q3 		$4K Hold
75
– – ﹤0.01% 4686
2018
Q2 		$3K Hold
75
– – ﹤0.01% 4581
2018
Q1 		$3K Hold
75
– – ﹤0.01% 4609
2017
Q4 		$3K Hold
75
– – ﹤0.01% 4596
2017
Q3 		$3K Hold
75
– – ﹤0.01% 4458
2017
Q2 		$3K Hold
75
– – ﹤0.01% 4440
2017
Q1 		$3K Hold
75
– – ﹤0.01% 4316
2016
Q4 		$2K Buy
+75
New +$2.29K ﹤0.01% 4259

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisor Group's EVBN Position: Q4 2019 in Review

Advisor Group held its Evans Bancorp Inc (EVBN) position steady in Q4 2019 at 75 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4900.

Advisor Group first reported a position in EVBN in Q4 2016 and has held it in 13 quarters since. The position peaked at $4K in Q3 2018. 61 funds tracked by Wall St. Rank hold EVBN as of Q4 2019.

  • Advisor Group held 75 shares of Evans Bancorp Inc worth $3K as of Q4 2019.
  • Advisor Group left its Evans Bancorp Inc share count unchanged in Q4 2019.
  • Evans Bancorp Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4900 holding.
  • Advisor Group first reported a position in Evans Bancorp Inc in Q4 2016 and has held it in 13 quarters since.
  • Advisor Group's Evans Bancorp Inc position peaked at $4K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.