Boston Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3.82M | Buy |
47,664
+3,108
| +7% | +$258K | 0.2% | 134 |
|
|
2019
Q2 | $3.95M | Sell |
44,556
-28,266
| -39% | -$2.52M | 0.21% | 134 |
|
|
2019
Q1 | $6.63M | Buy |
72,822
+18,389
| +34% | +$1.61M | 0.34% | 79 |
|
|
2018
Q4 | $3.9M | Sell |
54,433
-34,128
| -39% | -$2.8M | 0.23% | 123 |
|
|
2018
Q3 | $8.9M | Buy |
88,561
+24,708
| +39% | +$2.66M | 0.39% | 59 |
|
|
2018
Q2 | $6.73M | Buy |
63,853
+9,163
| +17% | +$945K | 0.17% | 125 |
|
|
2018
Q1 | $4.77M | Buy |
54,690
+16,359
| +43% | +$1.54M | 0.12% | 181 |
|
|
2017
Q4 | $3.45M | Sell |
38,331
-49,351
| -56% | -$4.12M | 0.07% | 248 |
|
|
2017
Q3 | $7.04M | Sell |
87,682
-3,045
| -3% | -$229K | 0.16% | 160 |
|
|
2017
Q2 | $6.4M | Sell |
90,727
-5,951
| -6% | -$433K | 0.15% | 177 |
|
|
2017
Q1 | $7.53M | Sell |
96,678
-17,800
| -16% | -$1.38M | 0.18% | 159 |
|
|
2016
Q4 | $7.87M | Sell |
114,478
-859
| -0.7% | -$52.8K | 0.19% | 155 |
|
|
2016
Q3 | $5.94M | Sell |
115,337
-11,081
| -9% | -$557K | 0.15% | 169 |
|
|
2016
Q2 | $5.59M | Sell |
126,418
-210
| -0.2% | -$10.5K | 0.14% | 188 |
|
|
2016
Q1 | $6.55M | Sell |
126,628
-30,996
| -20% | -$1.48M | 0.16% | 158 |
|
|
2015
Q4 | $8.52M | Buy |
157,624
+137,006
| +664% | +$7.4M | 0.2% | 148 |
|
|
2015
Q3 | $1.04M | Buy |
20,618
+9,590
| +87% | +$525K | 0.04% | 373 |
|
|
2015
Q2 | $595K | Sell |
11,028
-1,049
| -9% | -$53.5K | 0.02% | 433 |
|
|
2015
Q1 | $624K | Sell |
12,077
-1,675
| -12% | -$85.1K | 0.02% | 408 |
|
|
2014
Q4 | $720K | Sell |
13,752
-6,611
| -32% | -$331K | 0.03% | 299 |
|
|
2014
Q3 | $957K | Sell |
20,363
-2,300
| -10% | -$119K | 0.04% | 278 |
|
|
2014
Q2 | $1.31M | Sell |
22,663
-548
| -2% | -$30.1K | 0.06% | 254 |
|
|
2014
Q1 | $1.28M | Buy |
23,211
+600
| +3% | +$34.3K | 0.06% | 248 |
|
|
2013
Q4 | $1.35M | Buy |
22,611
+916
| +4% | +$48.8K | 0.06% | 235 |
|
|
2013
Q3 | $1.07M | Buy |
21,695
+14,365
| +196% | +$661K | 0.06% | 246 |
|
|
2013
Q2 | $288K | Buy |
+7,330
| New | +$284K | 0.01% | 411 |
|
Other funds holding EVR
N
