Avantax Planning Partners’s Evercore EVR Stock Holding History

Avantax Planning Partners’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	-26	Closed	-$2K	–	601
2018 Q1	$2K	Buy	+26	New	+$2.45K	﹤0.01%	1593

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

Avantax Planning Partners's EVR Position: Q2 2018 in Review

Avantax Planning Partners sold out of Evercore (EVR) in Q2 2018, closing a stake of 26 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in EVR in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

Avantax Planning Partners reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 26 Evercore shares in Q2 2018, an estimated $2K.
Avantax Planning Partners first reported a position in Evercore in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Evercore position peaked at $2K in Q1 2018.
366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.