BlackRock Institutional Trust’s Evercore EVR Stock Holding History

BlackRock Institutional Trust’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	$85M	Buy	1,237,589 +45,147	+4%	+$2.78M	0.01%	1026
2016 Q3	$61.4M	Buy	1,192,442 +164,647	+16%	+$8.28M	0.01%	1145
2016 Q2	$45.4M	Buy	1,027,795 +76,851	+8%	+$3.83M	0.01%	1298
2016 Q1	$49.2M	Buy	950,944 +4,765	+0.5%	+$228K	0.01%	1234
2015 Q4	$51.2M	Buy	946,179 +64,305	+7%	+$3.47M	0.01%	1228
2015 Q3	$44.3M	Sell	881,874 -32,360	-4%	-$1.77M	0.01%	1297
2015 Q2	$49.3M	Buy	914,234 +54,434	+6%	+$2.78M	0.01%	1305
2015 Q1	$44.4M	Sell	859,800 -62,330	-7%	-$3.17M	0.01%	1392
2014 Q4	$48.3M	Sell	922,130 -153,169	-14%	-$7.67M	0.01%	1320
2014 Q3	$50.5M	Buy	1,075,299 +194,314	+22%	+$10.1M	0.01%	1241
2014 Q2	$50.8M	Buy	880,985 +7,865	+0.9%	+$432K	0.01%	1314
2014 Q1	$48.2M	Buy	873,120 +39,268	+5%	+$2.25M	0.01%	1303
2013 Q4	$49.8M	Sell	833,852 -74,840	-8%	-$3.98M	0.01%	1259
2013 Q3	$44.7M	Buy	908,692 +82,422	+10%	+$3.79M	0.01%	1273
2013 Q2	$32.5M	Buy	+826,270	New	+$32M	0.01%	1443

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 $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

BlackRock Institutional Trust's EVR Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Evercore (EVR) stake by 3.8% in Q4 2016, buying an estimated $2.78M and bringing the position to 1,237,589 shares worth $85M. The position accounts for 0.01% of the portfolio, ranked #1026.

BlackRock Institutional Trust first reported a position in EVR in Q2 2013 and has held it in 15 quarters since. 269 funds tracked by Wall St. Rank hold EVR as of Q4 2016.

BlackRock Institutional Trust held 1,237,589 shares of Evercore worth $85M as of Q4 2016.
BlackRock Institutional Trust bought 45,147 Evercore shares in Q4 2016, an estimated $2.78M.
Evercore made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1026 holding.
BlackRock Institutional Trust first reported a position in Evercore in Q2 2013 and has held it in 15 quarters since.
269 funds tracked by Wall St. Rank held Evercore as of Q4 2016.

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