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Capital Investment Advisory Services’s Evercore EVR Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-130
Closed -$10K – 774
2019
Q3 		$10K Hold
130
– – ﹤0.01% 981
2019
Q2 		$11K Buy
+130
New +$11.6K ﹤0.01% 941

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Capital Investment Advisory Services's EVR Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Evercore (EVR) in Q4 2019, closing a stake of 130 shares — an estimated $10K sold.

Capital Investment Advisory Services first reported a position in EVR in Q2 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 130 Evercore shares in Q4 2019, an estimated $10K.
  • Capital Investment Advisory Services first reported a position in Evercore in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's Evercore position peaked at $11K in Q2 2019.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.