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Americafirst Capital Management’s Evercore EVR Stock Holding History

Americafirst Capital 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
2015
Q1 		– Sell
-42,780
Closed -$2.24B – 287
2014
Q4 		$2.24B Buy
42,780
+25,842
+153% +$1.29M 1.09% 15
2014
Q3 		$796M Buy
+16,938
New +$877K 0.39% 78

Other funds holding EVR

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Americafirst Capital Management's EVR Position: Q1 2015 in Review

Americafirst Capital Management sold out of Evercore (EVR) in Q1 2015, closing a stake of 42,780 shares — an estimated $2.24B sold.

Americafirst Capital Management first reported a position in EVR in Q3 2014 and held it in 2 quarters. The position peaked at $2.24B in Q4 2014. 203 funds tracked by Wall St. Rank hold EVR as of Q1 2015.

  • Americafirst Capital Management reported no remaining Evercore position as of Q1 2015 after selling out during the quarter.
  • Americafirst Capital Management sold 42,780 Evercore shares in Q1 2015, an estimated $2.24B.
  • Americafirst Capital Management first reported a position in Evercore in Q3 2014 and held it in 2 quarters.
  • Americafirst Capital Management's Evercore position peaked at $2.24B in Q4 2014.
  • 203 funds tracked by Wall St. Rank held Evercore as of Q1 2015.

Based on Americafirst Capital Management's 13F filing for Q1 2015, filed 11 May 2015.