Centaurus Financial’s Evercore EVR Stock Holding History

Centaurus Financial’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 Q3	–	Sell	-71	Closed	-$7K	–	989
2018 Q2	$7K	Buy	+71	New	+$7.32K	﹤0.01%	1667

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Centaurus Financial's EVR Position: Q3 2018 in Review

Centaurus Financial sold out of Evercore (EVR) in Q3 2018, closing a stake of 71 shares — an estimated $7K sold.

Centaurus Financial first reported a position in EVR in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 363 funds tracked by Wall St. Rank hold EVR as of Q3 2018.

Centaurus Financial reported no remaining Evercore position as of Q3 2018 after selling out during the quarter.
Centaurus Financial sold 71 Evercore shares in Q3 2018, an estimated $7K.
Centaurus Financial first reported a position in Evercore in Q2 2018 and held it in 1 quarter.
Centaurus Financial's Evercore position peaked at $7K in Q2 2018.
363 funds tracked by Wall St. Rank held Evercore as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.