Capstone Investment Advisors
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Capstone Investment Advisors’s Evolent Health EVH Stock Holding History

Capstone Investment Advisors’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,265
Closed -$203K – 975
2016
Q3 		$203K Buy
+8,265
New +$193K ﹤0.01% 684

Other funds holding EVH

PCM
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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Capstone Investment Advisors's EVH Position: Q4 2016 in Review

Capstone Investment Advisors sold out of Evolent Health (EVH) in Q4 2016, closing a stake of 8,265 shares — an estimated $203K sold.

Capstone Investment Advisors first reported a position in EVH in Q3 2016 and held it in 1 quarter. The position peaked at $203K in Q3 2016. 118 funds tracked by Wall St. Rank hold EVH as of Q4 2016.

  • Capstone Investment Advisors reported no remaining Evolent Health position as of Q4 2016 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,265 Evolent Health shares in Q4 2016, an estimated $203K.
  • Capstone Investment Advisors first reported a position in Evolent Health in Q3 2016 and held it in 1 quarter.
  • Capstone Investment Advisors's Evolent Health position peaked at $203K in Q3 2016.
  • 118 funds tracked by Wall St. Rank held Evolent Health as of Q4 2016.

Based on Capstone Investment Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.