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Calamos Wealth Management’s Evercore EVR Stock Holding History

Calamos Wealth 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
2016
Q2 		– Sell
-9,796
Closed -$507K – 244
2016
Q1 		$507K Sell
9,796
-3,142
-24% -$150K 0.1% 186
2015
Q4 		$700K Sell
12,938
-2,161
-14% -$117K 0.14% 177
2015
Q3 		$759K Buy
15,099
+43
+0.3% +$2.36K 0.18% 165
2015
Q2 		$812K Buy
15,056
+10,130
+206% +$517K 0.19% 158
2015
Q1 		$254K Buy
+4,926
New +$250K 0.06% 195

Other funds holding EVR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JCM
Junto Capital Management New York $4.74B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Calamos Wealth Management's EVR Position: Q2 2016 in Review

Calamos Wealth Management sold out of Evercore (EVR) in Q2 2016, closing a stake of 9,796 shares — an estimated $507K sold.

Calamos Wealth Management first reported a position in EVR in Q1 2015 and held it in 5 quarters. The position peaked at $812K in Q2 2015. 221 funds tracked by Wall St. Rank hold EVR as of Q2 2016.

  • Calamos Wealth Management reported no remaining Evercore position as of Q2 2016 after selling out during the quarter.
  • Calamos Wealth Management sold 9,796 Evercore shares in Q2 2016, an estimated $507K.
  • Calamos Wealth Management first reported a position in Evercore in Q1 2015 and held it in 5 quarters.
  • Calamos Wealth Management's Evercore position peaked at $812K in Q2 2015.
  • 221 funds tracked by Wall St. Rank held Evercore as of Q2 2016.

Based on Calamos Wealth Management's 13F filing for Q2 2016, filed 26 Jul 2016.