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Capital Growth Management’s Evercore EVR Stock Holding History

Capital Growth 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
2017
Q1 		– Sell
-30,000
Closed -$2.06M – 59
2016
Q4 		$2.06M Buy
+30,000
New +$1.84M 0.09% 52

Other funds holding EVR

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Growth Management's EVR Position: Q1 2017 in Review

Capital Growth Management sold out of Evercore (EVR) in Q1 2017, closing a stake of 30,000 shares — an estimated $2.06M sold.

Capital Growth Management first reported a position in EVR in Q4 2016 and held it in 1 quarter. The position peaked at $2.06M in Q4 2016. 283 funds tracked by Wall St. Rank hold EVR as of Q1 2017.

  • Capital Growth Management reported no remaining Evercore position as of Q1 2017 after selling out during the quarter.
  • Capital Growth Management sold 30,000 Evercore shares in Q1 2017, an estimated $2.06M.
  • Capital Growth Management first reported a position in Evercore in Q4 2016 and held it in 1 quarter.
  • Capital Growth Management's Evercore position peaked at $2.06M in Q4 2016.
  • 283 funds tracked by Wall St. Rank held Evercore as of Q1 2017.

Based on Capital Growth Management's 13F filing for Q1 2017, filed 12 May 2017.