Advisory Research’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,329
| Closed | -$1.14M | – | 372 |
|
|
2018
Q3 | $1.14M | Sell |
11,329
-14,306
| -56% | -$1.44M | 0.02% | 251 |
|
|
2018
Q2 | $2.7M | Sell |
25,635
-3,832
| -13% | -$404K | 0.04% | 186 |
|
|
2018
Q1 | $2.57M | Sell |
29,467
-10,450
| -26% | -$911K | 0.05% | 193 |
|
|
2017
Q4 | $3.59M | Buy |
39,917
+15,838
| +66% | +$1.43M | 0.06% | 171 |
|
|
2017
Q3 | $1.93M | Buy |
24,079
+1,734
| +8% | +$139K | 0.03% | 223 |
|
|
2017
Q2 | $1.58M | Buy |
22,345
+369
| +2% | +$26K | 0.02% | 254 |
|
|
2017
Q1 | $1.71M | Sell |
21,976
-3,509
| -14% | -$273K | 0.03% | 265 |
|
|
2016
Q4 | $1.75M | Buy |
+25,485
| New | +$1.75M | 0.03% | 223 |
|