Capstone Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $634K | Sell |
8,990
-90
| -1% | -$6.35K | 0.02% | 772 |
|
|
2017
Q1 | $707K | Sell |
9,080
-1,400
| -13% | -$109K | 0.02% | 720 |
|
|
2016
Q4 | $720K | Sell |
10,480
-3,880
| -27% | -$267K | 0.02% | 710 |
|
|
2016
Q3 | $740K | Sell |
14,360
-150
| -1% | -$7.73K | 0.02% | 722 |
|
|
2016
Q2 | $641K | Buy |
14,510
+1,220
| +9% | +$53.9K | 0.02% | 786 |
|
|
2016
Q1 | $688K | Sell |
13,290
-670
| -5% | -$34.7K | 0.02% | 726 |
|
|
2015
Q4 | $755K | Buy |
13,960
+2,750
| +25% | +$149K | 0.02% | 692 |
|
|
2015
Q3 | $563K | Buy |
11,210
+470
| +4% | +$23.6K | 0.02% | 836 |
|
|
2015
Q2 | $580K | Sell |
10,740
-6,060
| -36% | -$327K | 0.02% | 869 |
|
|
2015
Q1 | $868K | Buy |
16,800
+470
| +3% | +$24.3K | 0.02% | 734 |
|
|
2014
Q4 | $855K | Sell |
16,330
-5,170
| -24% | -$271K | 0.02% | 715 |
|
|
2014
Q3 | $1.01M | Buy |
21,500
+200
| +0.9% | +$9.41K | 0.03% | 577 |
|
|
2014
Q2 | $1.23M | Buy |
21,300
+3,296
| +18% | +$190K | 0.04% | 519 |
|
|
2014
Q1 | $995K | Buy |
18,004
+510
| +3% | +$28.2K | 0.03% | 618 |
|
|
2013
Q4 | $1.05M | Buy |
17,494
+3,090
| +21% | +$185K | 0.03% | 616 |
|
|
2013
Q3 | $709K | Buy |
+14,404
| New | +$709K | 0.02% | 1031 |
|