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Blue Arrow Capital Management’s Evercore EVR Stock Holding History

Blue Arrow Capital Management’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
2015
Q3 		$3M Sell
59,627
-52,873
-47% -$2.9M 0.81% 37
2015
Q2 		$6.07M Buy
+112,500
New +$5.74M 0.59% 47

Other funds holding EVR

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Blue Arrow Capital Management's EVR Position: Q3 2015 in Review

Blue Arrow Capital Management reduced its Evercore (EVR) stake by 47% in Q3 2015, selling an estimated $2.9M and leaving 59,627 shares worth $3M. The position accounts for 0.81% of the portfolio, ranked #37.

Blue Arrow Capital Management first reported a position in EVR in Q2 2015 and has held it in 2 quarters since. The position peaked at $6.07M in Q2 2015. 205 funds tracked by Wall St. Rank hold EVR as of Q3 2015.

  • Blue Arrow Capital Management held 59,627 shares of Evercore worth $3M as of Q3 2015.
  • Blue Arrow Capital Management sold 52,873 Evercore shares in Q3 2015, an estimated $2.9M.
  • Evercore made up 0.81% of Blue Arrow Capital Management's portfolio in Q3 2015, its #37 holding.
  • Blue Arrow Capital Management first reported a position in Evercore in Q2 2015 and has held it in 2 quarters since.
  • Blue Arrow Capital Management's Evercore position peaked at $6.07M in Q2 2015.
  • 205 funds tracked by Wall St. Rank held Evercore as of Q3 2015.

Based on Blue Arrow Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.