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BlackRock Advisors’s Evercore EVR Stock Holding History

BlackRock Advisors’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
2016
Q4 		$7.17M Buy
104,314
+45,997
+79% +$2.83M 0.01% 1003
2016
Q3 		$3M Buy
58,317
+38,702
+197% +$1.95M ﹤0.01% 1309
2016
Q2 		$867K Buy
19,615
+2,214
+13% +$110K ﹤0.01% 1821
2016
Q1 		$901K Buy
17,401
+2,474
+17% +$118K ﹤0.01% 1789
2015
Q4 		$807K Sell
14,927
-6,991
-32% -$378K ﹤0.01% 1825
2015
Q3 		$1.1M Sell
21,918
-922
-4% -$50.5K ﹤0.01% 1620
2015
Q2 		$1.23M Sell
22,840
-187,576
-89% -$9.57M ﹤0.01% 1531
2015
Q1 		$10.9M Sell
210,416
-88,526
-30% -$4.5M 0.01% 758
2014
Q4 		$15.7M Sell
298,942
-41,928
-12% -$2.1M 0.02% 644
2014
Q3 		$16M Buy
340,870
+178,913
+110% +$9.27M 0.02% 632
2014
Q2 		$9.34M Buy
161,957
+140,395
+651% +$7.7M 0.01% 805
2014
Q1 		$1.19M Buy
21,562
+1,106
+5% +$63.3K ﹤0.01% 1418
2013
Q4 		$1.22M Sell
20,456
-3,294
-14% -$175K ﹤0.01% 1389
2013
Q3 		$1.17M Buy
23,750
+5,219
+28% +$240K ﹤0.01% 1355
2013
Q2 		$728K Buy
+18,531
New +$718K ﹤0.01% 1554

Other funds holding EVR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock Advisors's EVR Position: Q4 2016 in Review

BlackRock Advisors increased its Evercore (EVR) stake by 79% in Q4 2016, buying an estimated $2.83M and bringing the position to 104,314 shares worth $7.17M. The position accounts for 0.01% of the portfolio, ranked #1003.

BlackRock Advisors first reported a position in EVR in Q2 2013 and has held it in 15 quarters since. The position peaked at $16M in Q3 2014. 268 funds tracked by Wall St. Rank hold EVR as of Q4 2016.

  • BlackRock Advisors held 104,314 shares of Evercore worth $7.17M as of Q4 2016.
  • BlackRock Advisors bought 45,997 Evercore shares in Q4 2016, an estimated $2.83M.
  • Evercore made up 0.01% of BlackRock Advisors's portfolio in Q4 2016, its #1003 holding.
  • BlackRock Advisors first reported a position in Evercore in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Advisors's Evercore position peaked at $16M in Q3 2014.
  • 268 funds tracked by Wall St. Rank held Evercore as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.