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Calvert Investment Management’s Evercore EVR Stock Holding History

Calvert Investment 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
-47,611
Closed -$2.46M – 775
2016
Q1 		$2.46M Hold
47,611
– – 0.11% 194
2015
Q4 		$2.57M Buy
+47,611
New +$2.57M 0.12% 173

Other funds holding EVR

Wellington Management Group
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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

Calvert Investment Management's EVR Position: Q2 2016 in Review

Calvert Investment Management sold out of Evercore (EVR) in Q2 2016, closing a stake of 47,611 shares — an estimated $2.46M sold.

Calvert Investment Management first reported a position in EVR in Q4 2015 and held it in 2 quarters. The position peaked at $2.57M in Q4 2015. 221 funds tracked by Wall St. Rank hold EVR as of Q2 2016.

  • Calvert Investment Management reported no remaining Evercore position as of Q2 2016 after selling out during the quarter.
  • Calvert Investment Management sold 47,611 Evercore shares in Q2 2016, an estimated $2.46M.
  • Calvert Investment Management first reported a position in Evercore in Q4 2015 and held it in 2 quarters.
  • Calvert Investment Management's Evercore position peaked at $2.57M in Q4 2015.
  • 221 funds tracked by Wall St. Rank held Evercore as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.