Boston Private Bank & Trust’s Evercore EVR Stock Holding History

Boston Private Bank & 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
2015 Q1	$42K	Sell	820 -45	-5%	-$2.29K	﹤0.01%	599
2014 Q4	$45K	Sell	865 -150	-15%	-$7.51K	﹤0.01%	595
2014 Q3	$48K	Buy	1,015 +75	+8%	+$3.88K	﹤0.01%	597
2014 Q2	$54K	Buy	940 +250	+36%	+$13.7K	﹤0.01%	561
2014 Q1	$38K	Buy	690 +246	+55%	+$14.1K	﹤0.01%	644
2013 Q4	$27K	Buy	444 +20	+5%	+$1.06K	﹤0.01%	690
2013 Q3	$21K	Buy	424 +125	+42%	+$5.75K	﹤0.01%	691
2013 Q2	$12K	Buy	+299	New	+$11.6K	﹤0.01%	748

Other funds holding EVR

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VFA

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Boston Private Bank & Trust's EVR Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Evercore (EVR) stake by 5.2% in Q1 2015, selling an estimated $2.29K and leaving 820 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Boston Private Bank & Trust first reported a position in EVR in Q2 2013 and has held it in 8 quarters since. The position peaked at $54K in Q2 2014. 204 funds tracked by Wall St. Rank hold EVR as of Q1 2015.

Boston Private Bank & Trust held 820 shares of Evercore worth $42K as of Q1 2015.
Boston Private Bank & Trust sold 45 Evercore shares in Q1 2015, an estimated $2.29K.
Evercore made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #599 holding.
Boston Private Bank & Trust first reported a position in Evercore in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Evercore position peaked at $54K in Q2 2014.
204 funds tracked by Wall St. Rank held Evercore as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.