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Bryn Mawr Capital Management Inc’s Evercore EVR Stock Holding History

Bryn Mawr Capital Management Inc’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
2014
Q4 		– Sell
-10,400
Closed -$489K – 526
2014
Q3 		$489K Buy
+10,400
New +$539K 0.05% 385

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
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Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bryn Mawr Capital Management Inc's EVR Position: Q4 2014 in Review

Bryn Mawr Capital Management Inc sold out of Evercore (EVR) in Q4 2014, closing a stake of 10,400 shares — an estimated $489K sold.

Bryn Mawr Capital Management Inc first reported a position in EVR in Q3 2014 and held it in 1 quarter. The position peaked at $489K in Q3 2014. 195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

  • Bryn Mawr Capital Management Inc reported no remaining Evercore position as of Q4 2014 after selling out during the quarter.
  • Bryn Mawr Capital Management Inc sold 10,400 Evercore shares in Q4 2014, an estimated $489K.
  • Bryn Mawr Capital Management Inc first reported a position in Evercore in Q3 2014 and held it in 1 quarter.
  • Bryn Mawr Capital Management Inc's Evercore position peaked at $489K in Q3 2014.
  • 195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Bryn Mawr Capital Management Inc's 13F filing for Q4 2014, filed 13 Feb 2015.