APA
EVBN

American Portfolios Advisors’s Evans Bancorp Inc EVBN Stock Holding History

American Portfolios Advisors’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-442
Closed -$15K – 3459
2021
Q1 		$15K Buy
442
+291
+193% +$9.12K ﹤0.01% 2207
2020
Q4 		$4.16K Hold
151
– – ﹤0.01% 2485
2020
Q3 		$3.36K Sell
151
-18
-11% -$413 ﹤0.01% 2430
2020
Q2 		$3.93K Buy
+169
New +$4.15K ﹤0.01% 2320

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Portfolios Advisors's EVBN Position: Q2 2021 in Review

American Portfolios Advisors sold out of Evans Bancorp Inc (EVBN) in Q2 2021, closing a stake of 442 shares — an estimated $15K sold.

American Portfolios Advisors first reported a position in EVBN in Q2 2020 and held it in 4 quarters. The position peaked at $15K in Q1 2021. 54 funds tracked by Wall St. Rank hold EVBN as of Q2 2021.

  • American Portfolios Advisors reported no remaining Evans Bancorp Inc position as of Q2 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 442 Evans Bancorp Inc shares in Q2 2021, an estimated $15K.
  • American Portfolios Advisors first reported a position in Evans Bancorp Inc in Q2 2020 and held it in 4 quarters.
  • American Portfolios Advisors's Evans Bancorp Inc position peaked at $15K in Q1 2021.
  • 54 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2021.

Based on American Portfolios Advisors's 13F filing for Q2 2021, filed 22 Mar 2023.