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Alexandria Capital’s Evercore EVR Stock Holding History

Alexandria Capital’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
2016
Q2 		– Sell
-15,521
Closed -$803K – 616
2016
Q1 		$803K Hold
15,521
– – 0.14% 95
2015
Q4 		$839K Hold
15,521
– – 0.21% 87
2015
Q3 		$780K Hold
15,521
– – 0.19% 89
2015
Q2 		$838K Buy
15,521
+725
+5% +$37K 0.19% 89
2015
Q1 		$764K Hold
14,796
– – 0.27% 49
2014
Q4 		$775K Hold
14,796
– – 0.3% 47
2014
Q3 		$695K Hold
14,796
– – 0.3% 52
2014
Q2 		$853K Buy
14,796
+1,058
+8% +$58K 0.36% 47
2014
Q1 		$759K Buy
+13,738
New +$786K 0.33% 49

Other funds holding EVR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JCM
Junto Capital Management New York $4.74B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alexandria Capital's EVR Position: Q2 2016 in Review

Alexandria Capital sold out of Evercore (EVR) in Q2 2016, closing a stake of 15,521 shares — an estimated $803K sold.

Alexandria Capital first reported a position in EVR in Q1 2014 and held it in 9 quarters. The position peaked at $853K in Q2 2014. 222 funds tracked by Wall St. Rank hold EVR as of Q2 2016.

  • Alexandria Capital reported no remaining Evercore position as of Q2 2016 after selling out during the quarter.
  • Alexandria Capital sold 15,521 Evercore shares in Q2 2016, an estimated $803K.
  • Alexandria Capital first reported a position in Evercore in Q1 2014 and held it in 9 quarters.
  • Alexandria Capital's Evercore position peaked at $853K in Q2 2014.
  • 222 funds tracked by Wall St. Rank held Evercore as of Q2 2016.

Based on Alexandria Capital's 13F filing for Q2 2016, filed 4 Aug 2016.