CONA
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Capital One National Association’s Evercore EVR Stock Holding History

Capital One National Association’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
2018
Q2 		$484K Sell
4,591
-453
-9% -$46.7K 0.04% 339
2018
Q1 		$440K Sell
5,044
-140
-3% -$13.2K 0.03% 364
2017
Q4 		$467K Sell
5,184
-215
-4% -$17.9K 0.03% 357
2017
Q3 		$433K Sell
5,399
-54
-1% -$4.06K 0.03% 363
2017
Q2 		$384K Buy
+5,453
New +$397K 0.03% 377
2015
Q4 		– Sell
-11,452
Closed -$575K – 533
2015
Q3 		$575K Buy
+11,452
New +$627K 0.06% 315

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return