BlackRock Japan’s Evercore EVR Stock Holding History

BlackRock Japan’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	$113K	Buy	1,647 +631	+62%	+$38.8K	﹤0.01%	869
2016 Q3	$52K	Buy	+1,016	New	+$51.1K	﹤0.01%	985
2014 Q4	–	Sell	-5,663	Closed	-$266K	–	1334
2014 Q3	$266K	Buy	+5,663	New	+$293K	﹤0.01%	803
2014 Q2	–	Sell	-1,268	Closed	-$70K	–	1305
2014 Q1	$70K	Buy	+1,268	New	+$72.5K	﹤0.01%	1112

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 Japan's EVR Position: Q4 2016 in Review

BlackRock Japan increased its Evercore (EVR) stake by 62% in Q4 2016, buying an estimated $38.8K and bringing the position to 1,647 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

BlackRock Japan first reported a position in EVR in Q1 2014 and has held it in 4 quarters since. The position peaked at $266K in Q3 2014. 268 funds tracked by Wall St. Rank hold EVR as of Q4 2016.

BlackRock Japan held 1,647 shares of Evercore worth $113K as of Q4 2016.
BlackRock Japan bought 631 Evercore shares in Q4 2016, an estimated $38.8K.
Evercore made up ﹤0.01% of BlackRock Japan's portfolio in Q4 2016, its #869 holding.
BlackRock Japan first reported a position in Evercore in Q1 2014 and has held it in 4 quarters since.
BlackRock Japan's Evercore position peaked at $266K in Q3 2014.
268 funds tracked by Wall St. Rank held Evercore as of Q4 2016.

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