Aevitas Wealth Management’s Evercore EVR Stock Holding History

Aevitas Wealth 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
2018 Q2	–	Sell	-301	Closed	-$26K	–	449
2018 Q1	$26K	Buy	301 +1	+0.3%	+$94	0.03%	233
2017 Q4	$27K	Buy	+300	New	+$25K	0.03%	233

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Aevitas Wealth Management's EVR Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Evercore (EVR) in Q2 2018, closing a stake of 301 shares — an estimated $26K sold.

Aevitas Wealth Management first reported a position in EVR in Q4 2017 and held it in 2 quarters. The position peaked at $27K in Q4 2017. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

Aevitas Wealth Management reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
Aevitas Wealth Management sold 301 Evercore shares in Q2 2018, an estimated $26K.
Aevitas Wealth Management first reported a position in Evercore in Q4 2017 and held it in 2 quarters.
Aevitas Wealth Management's Evercore position peaked at $27K in Q4 2017.
366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.