Brandywine Oak Private Wealth’s Evercore EVR Stock Holding History

Brandywine Oak Private Wealth’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
2019 Q1	–	Sell	-38	Closed	-$2K	–	335
2018 Q4	$2K	Buy	+38	New	+$3.12K	﹤0.01%	651

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Brandywine Oak Private Wealth's EVR Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Evercore (EVR) in Q1 2019, closing a stake of 38 shares — an estimated $2K sold.

Brandywine Oak Private Wealth first reported a position in EVR in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining Evercore position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 38 Evercore shares in Q1 2019, an estimated $2K.
Brandywine Oak Private Wealth first reported a position in Evercore in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's Evercore position peaked at $2K in Q4 2018.
343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.