BRWM
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B. Riley Wealth Management’s Evercore EVR Stock Holding History

B. Riley 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
2014
Q3 		– Sell
-250
Closed -$14K – 1089
2014
Q2 		$14K Sell
250
-1,104
-82% -$60.6K 0.01% 746
2014
Q1 		$75K Buy
+1,354
New +$77.5K 0.06% 371

Other funds holding EVR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Management's EVR Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Evercore (EVR) in Q3 2014, closing a stake of 250 shares — an estimated $14K sold.

B. Riley Wealth Management first reported a position in EVR in Q1 2014 and held it in 2 quarters. The position peaked at $75K in Q1 2014. 213 funds tracked by Wall St. Rank hold EVR as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Evercore position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 250 Evercore shares in Q3 2014, an estimated $14K.
  • B. Riley Wealth Management first reported a position in Evercore in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Evercore position peaked at $75K in Q1 2014.
  • 213 funds tracked by Wall St. Rank held Evercore as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.