Advisory Research’s Evercore EVR Stock Holding History

Advisory Research’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 Q4	–	Sell	-11,329	Closed	-$1.14M	–	372
2018 Q3	$1.14M	Sell	11,329 -14,306	-56%	-$1.54M	0.02%	251
2018 Q2	$2.7M	Sell	25,635 -3,832	-13%	-$395K	0.04%	186
2018 Q1	$2.57M	Sell	29,467 -10,450	-26%	-$984K	0.05%	193
2017 Q4	$3.59M	Buy	39,917 +15,838	+66%	+$1.32M	0.06%	171
2017 Q3	$1.93M	Buy	24,079 +1,734	+8%	+$130K	0.03%	223
2017 Q2	$1.57M	Buy	22,345 +369	+2%	+$26.8K	0.02%	255
2017 Q1	$1.71M	Sell	21,976 -3,509	-14%	-$272K	0.03%	265
2016 Q4	$1.75M	Buy	+25,485	New	+$1.57M	0.03%	223

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

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

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

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

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

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Advisory Research's EVR Position: Q4 2018 in Review

Advisory Research sold out of Evercore (EVR) in Q4 2018, closing a stake of 11,329 shares — an estimated $1.14M sold.

Advisory Research first reported a position in EVR in Q4 2016 and held it in 8 quarters. The position peaked at $3.59M in Q4 2017. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

Advisory Research reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
Advisory Research sold 11,329 Evercore shares in Q4 2018, an estimated $1.14M.
Advisory Research first reported a position in Evercore in Q4 2016 and held it in 8 quarters.
Advisory Research's Evercore position peaked at $3.59M in Q4 2017.
333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Advisory Research's 13F filing for Q4 2018, filed 13 Feb 2019.