BlackRock Group’s Evercore EVR Stock Holding History

BlackRock 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
2016 Q4	$9.16M	Buy	133,341 +70,041	+111%	+$4.31M	﹤0.01%	943
2016 Q3	$3.26M	Buy	63,300 +4,401	+7%	+$221K	﹤0.01%	1320
2016 Q2	$2.6M	Buy	58,899 +6,520	+12%	+$325K	﹤0.01%	1402
2016 Q1	$2.71M	Buy	52,379 +1,359	+3%	+$64.9K	﹤0.01%	1361
2015 Q4	$2.76M	Buy	51,020 +3,674	+8%	+$198K	﹤0.01%	1322
2015 Q3	$2.38M	Sell	47,346 -8,000	-14%	-$438K	﹤0.01%	1402
2015 Q2	$2.99M	Sell	55,346 -54,476	-50%	-$2.78M	﹤0.01%	1354
2015 Q1	$5.67M	Buy	109,822 +1,724	+2%	+$87.6K	﹤0.01%	1096
2014 Q4	$5.66M	Sell	108,098 -7,761	-7%	-$388K	﹤0.01%	1093
2014 Q3	$5.45M	Buy	115,859 +36,269	+46%	+$1.88M	﹤0.01%	1078
2014 Q2	$4.59M	Buy	79,590 +33,140	+71%	+$1.82M	﹤0.01%	1136
2014 Q1	$2.57M	Sell	46,450 -4,421	-9%	-$253K	﹤0.01%	1416
2013 Q4	$3.04M	Sell	50,871 -7,384	-13%	-$393K	﹤0.01%	1270
2013 Q3	$2.87M	Buy	58,255 +35,306	+154%	+$1.62M	﹤0.01%	1291
2013 Q2	$901K	Buy	+22,949	New	+$889K	﹤0.01%	1837

Other funds holding EVR

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BlackRock Group's EVR Position: Q4 2016 in Review

BlackRock Group increased its Evercore (EVR) stake by 111% in Q4 2016, buying an estimated $4.31M and bringing the position to 133,341 shares worth $9.16M. The position accounts for ﹤0.01% of the portfolio, ranked #943.

BlackRock Group 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 Group held 133,341 shares of Evercore worth $9.16M as of Q4 2016.
BlackRock Group bought 70,041 Evercore shares in Q4 2016, an estimated $4.31M.
Evercore made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #943 holding.
BlackRock Group 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 Group's 13F filing for Q4 2016, filed 10 Feb 2017.