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Bellwether Investment Group’s Evercore EVR Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-281
Closed -$22K – 240
2017
Q1 		$22K Sell
281
-10
-3% -$776 0.06% 280
2016
Q4 		$20K Buy
+291
New +$17.9K 0.02% 454

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bellwether Investment Group's EVR Position: Q2 2017 in Review

Bellwether Investment Group sold out of Evercore (EVR) in Q2 2017, closing a stake of 281 shares — an estimated $22K sold.

Bellwether Investment Group first reported a position in EVR in Q4 2016 and held it in 2 quarters. The position peaked at $22K in Q1 2017. 296 funds tracked by Wall St. Rank hold EVR as of Q2 2017.

  • Bellwether Investment Group reported no remaining Evercore position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 281 Evercore shares in Q2 2017, an estimated $22K.
  • Bellwether Investment Group first reported a position in Evercore in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Evercore position peaked at $22K in Q1 2017.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.