Capstone Investment Advisors
EVR icon

Capstone Investment Advisors’s Evercore EVR Stock Holding History

Capstone Investment Advisors’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
2016
Q4 		– Sell
-4,209
Closed -$216K – 976
2016
Q3 		$216K Sell
4,209
-10,782
-72% -$542K ﹤0.01% 672
2016
Q2 		$662K Buy
+14,991
New +$746K 0.01% 425

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Wellington Management Group
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capstone Investment Advisors sold out of Evercore (EVR) in Q4 2016, closing a stake of 4,209 shares — an estimated $216K sold.

Capstone Investment Advisors first reported a position in EVR in Q2 2016 and held it in 2 quarters. The position peaked at $662K in Q2 2016. 268 funds tracked by Wall St. Rank hold EVR as of Q4 2016.

  • Capstone Investment Advisors reported no remaining Evercore position as of Q4 2016 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,209 Evercore shares in Q4 2016, an estimated $216K.
  • Capstone Investment Advisors first reported a position in Evercore in Q2 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's Evercore position peaked at $662K in Q2 2016.
  • 268 funds tracked by Wall St. Rank held Evercore as of Q4 2016.

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