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BB&T Investment Services’s Evercore EVR Stock Holding History

BB&T Investment Services’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
2017
Q4 		$19K Sell
205
-33
-14% -$2.75K ﹤0.01% 815
2017
Q3 		$19K Buy
238
+190
+396% +$14.3K ﹤0.01% 732
2017
Q2 		$3K Hold
48
– – ﹤0.01% 932
2017
Q1 		$4K Buy
+48
New +$3.73K ﹤0.01% 852

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BB&T Investment Services's EVR Position: Q4 2017 in Review

BB&T Investment Services reduced its Evercore (EVR) stake by 14% in Q4 2017, selling an estimated $2.75K and leaving 205 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

BB&T Investment Services first reported a position in EVR in Q1 2017 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold EVR as of Q4 2017.

  • BB&T Investment Services held 205 shares of Evercore worth $19K as of Q4 2017.
  • BB&T Investment Services sold 33 Evercore shares in Q4 2017, an estimated $2.75K.
  • Evercore made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #815 holding.
  • BB&T Investment Services first reported a position in Evercore in Q1 2017 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held Evercore as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.