Capstone Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $634K | Sell |
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|
2017
Q1 | $707K | Sell |
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|
2016
Q4 | $720K | Sell |
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|
2016
Q3 | $740K | Sell |
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|
2016
Q2 | $641K | Buy |
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|
2016
Q1 | $688K | Sell |
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|
2015
Q4 | $755K | Buy |
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|
2015
Q3 | $563K | Buy |
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|
2015
Q2 | $580K | Sell |
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|
2015
Q1 | $868K | Buy |
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|
2014
Q4 | $855K | Sell |
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|
2014
Q3 | $1.01M | Buy |
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|
2014
Q2 | $1.23M | Buy |
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|
2014
Q1 | $995K | Buy |
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|
2013
Q4 | $1.05M | Buy |
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|
2013
Q3 | $709K | Buy |
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