BlackRock Fund Advisors’s Evercore EVR Stock Holding History

BlackRock Fund 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	$212M	Buy	3,088,507 +374,089	+14%	+$23M	0.04%	599
2016 Q3	$140M	Buy	2,714,418 +171,898	+7%	+$8.64M	0.03%	810
2016 Q2	$112M	Buy	2,542,520 +193,359	+8%	+$9.63M	0.02%	888
2016 Q1	$122M	Sell	2,349,161 -140,439	-6%	-$6.71M	0.03%	800
2015 Q4	$135M	Buy	2,489,600 +287,635	+13%	+$15.5M	0.03%	739
2015 Q3	$111M	Sell	2,201,965 -28,827	-1%	-$1.58M	0.03%	827
2015 Q2	$120M	Sell	2,230,792 -1,082	-0%	-$55.2K	0.03%	831
2015 Q1	$115M	Buy	2,231,874 +130,438	+6%	+$6.63M	0.03%	870
2014 Q4	$110M	Buy	2,101,436 +192,584	+10%	+$9.64M	0.03%	868
2014 Q3	$89.7M	Buy	1,908,852 +55,940	+3%	+$2.9M	0.03%	919
2014 Q2	$107M	Sell	1,852,912 -159,044	-8%	-$8.73M	0.03%	823
2014 Q1	$111M	Buy	2,011,956 +110,404	+6%	+$6.32M	0.03%	776
2013 Q4	$114M	Buy	1,901,552 +229,083	+14%	+$12.2M	0.03%	735
2013 Q3	$82.3M	Buy	1,672,469 +949,338	+131%	+$43.7M	0.03%	912
2013 Q2	$28.4M	Buy	+723,131	New	+$28M	0.01%	1602

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BlackRock Fund Advisors's EVR Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Evercore (EVR) stake by 14% in Q4 2016, buying an estimated $23M and bringing the position to 3,088,507 shares worth $212M. The position accounts for 0.04% of the portfolio, ranked #599.

BlackRock Fund Advisors first reported a position in EVR in Q2 2013 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold EVR as of Q4 2016.

BlackRock Fund Advisors held 3,088,507 shares of Evercore worth $212M as of Q4 2016.
BlackRock Fund Advisors bought 374,089 Evercore shares in Q4 2016, an estimated $23M.
Evercore made up 0.04% of BlackRock Fund Advisors's portfolio in Q4 2016, its #599 holding.
BlackRock Fund Advisors first reported a position in Evercore in Q2 2013 and has held it in 15 quarters since.
268 funds tracked by Wall St. Rank held Evercore as of Q4 2016.

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