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Bar Harbor Wealth Management’s Evercore EVR Stock Holding History

Bar Harbor 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
2019
Q1 		– Sell
-3,339
Closed -$239K – 292
2018
Q4 		$239K Sell
3,339
-1,631
-33% -$134K 0.03% 251
2018
Q3 		$500K Sell
4,970
-37
-0.7% -$3.99K 0.06% 203
2018
Q2 		$528K Buy
5,007
+545
+12% +$56.2K 0.06% 194
2018
Q1 		$389K Buy
4,462
+1,612
+57% +$152K 0.05% 226
2017
Q4 		$256K Sell
2,850
-517
-15% -$43.1K 0.03% 265
2017
Q3 		$270K Hold
3,367
– – 0.03% 257
2017
Q2 		$238K Hold
3,367
– – 0.03% 280
2017
Q1 		$262K Sell
3,367
-345
-9% -$26.8K 0.03% 277
2016
Q4 		$255K Sell
3,712
-256
-6% -$15.7K 0.03% 313
2016
Q3 		$204K Buy
+3,968
New +$200K 0.02% 330
2016
Q2 		– Sell
-4,313
Closed -$223K – 324
2016
Q1 		$223K Sell
4,313
-212
-5% -$10.1K 0.03% 280
2015
Q4 		$245K Buy
4,525
+449
+11% +$24.2K 0.03% 263
2015
Q3 		$205K Buy
+4,076
New +$223K 0.03% 273

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bar Harbor Wealth Management's EVR Position: Q1 2019 in Review

Bar Harbor Wealth Management sold out of Evercore (EVR) in Q1 2019, closing a stake of 3,339 shares — an estimated $239K sold.

Bar Harbor Wealth Management first reported a position in EVR in Q3 2015 and held it in 13 quarters. The position peaked at $528K in Q2 2018. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

  • Bar Harbor Wealth Management reported no remaining Evercore position as of Q1 2019 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 3,339 Evercore shares in Q1 2019, an estimated $239K.
  • Bar Harbor Wealth Management first reported a position in Evercore in Q3 2015 and held it in 13 quarters.
  • Bar Harbor Wealth Management's Evercore position peaked at $528K in Q2 2018.
  • 343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.