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BB&T Securities’s Evercore EVR Stock Holding History

BB&T Securities’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
Q4 		– Sell
-5,201
Closed -$522K – 1520
2018
Q3 		$522K Buy
5,201
+2,029
+64% +$219K 0.01% 1062
2018
Q2 		$334K Buy
3,172
+559
+21% +$57.6K ﹤0.01% 1233
2018
Q1 		$227K Buy
+2,613
New +$246K ﹤0.01% 1342

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BB&T Securities's EVR Position: Q4 2018 in Review

BB&T Securities sold out of Evercore (EVR) in Q4 2018, closing a stake of 5,201 shares — an estimated $522K sold.

BB&T Securities first reported a position in EVR in Q1 2018 and held it in 3 quarters. The position peaked at $522K in Q3 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • BB&T Securities reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • BB&T Securities sold 5,201 Evercore shares in Q4 2018, an estimated $522K.
  • BB&T Securities first reported a position in Evercore in Q1 2018 and held it in 3 quarters.
  • BB&T Securities's Evercore position peaked at $522K in Q3 2018.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on BB&T Securities's 13F filing for Q4 2018, filed 4 Feb 2019.