CI Global Investments’s Evercore EVR Stock Holding History

CI Global Investments’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
2013 Q4	–	Sell	-120,000	Closed	-$5.91M	–	206
2013 Q3	$5.91M	Buy	+120,000	New	+$5.52M	0.22%	115

Other funds holding EVR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

RIM

Rainier Investment Management Seattle, Washington $237M AUM 27.07% 1-Year Est. Return

CI Global Investments's EVR Position: Q4 2013 in Review

CI Global Investments sold out of Evercore (EVR) in Q4 2013, closing a stake of 120,000 shares — an estimated $5.91M sold.

CI Global Investments first reported a position in EVR in Q3 2013 and held it in 1 quarter. The position peaked at $5.91M in Q3 2013. 200 funds tracked by Wall St. Rank hold EVR as of Q4 2013.

CI Global Investments reported no remaining Evercore position as of Q4 2013 after selling out during the quarter.
CI Global Investments sold 120,000 Evercore shares in Q4 2013, an estimated $5.91M.
CI Global Investments first reported a position in Evercore in Q3 2013 and held it in 1 quarter.
CI Global Investments's Evercore position peaked at $5.91M in Q3 2013.
200 funds tracked by Wall St. Rank held Evercore as of Q4 2013.

Based on CI Global Investments's 13F filing for Q4 2013, filed 3 Feb 2014.