Advisors Preferred’s Evercore EVR Stock Holding History

Advisors Preferred’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
2018 Q2	–	Sell	-1,301	Closed	-$113K	–	224
2018 Q1	$113K	Buy	+1,301	New	+$123K	0.05%	98
2017 Q3	–	Sell	-209	Closed	-$15K	–	230
2017 Q2	$15K	Buy	+209	New	+$15.2K	0.01%	193

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Advisors Preferred's EVR Position: Q2 2018 in Review

Advisors Preferred sold out of Evercore (EVR) in Q2 2018, closing a stake of 1,301 shares — an estimated $113K sold.

Advisors Preferred first reported a position in EVR in Q2 2017 and held it in 2 quarters. The position peaked at $113K in Q1 2018. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

Advisors Preferred reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
Advisors Preferred sold 1,301 Evercore shares in Q2 2018, an estimated $113K.
Advisors Preferred first reported a position in Evercore in Q2 2017 and held it in 2 quarters.
Advisors Preferred's Evercore position peaked at $113K in Q1 2018.
366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on Advisors Preferred's 13F filing for Q2 2018, filed 7 Aug 2018.