Claybrook Capital’s Evercore EVR Stock Holding History

Claybrook Capital’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
2019 Q1	–	Sell	-83	Closed	-$6K	–	277
2018 Q4	$6K	Buy	+83	New	+$6.82K	﹤0.01%	550

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claybrook Capital's EVR Position: Q1 2019 in Review

Claybrook Capital sold out of Evercore (EVR) in Q1 2019, closing a stake of 83 shares — an estimated $6K sold.

Claybrook Capital first reported a position in EVR in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

Claybrook Capital reported no remaining Evercore position as of Q1 2019 after selling out during the quarter.
Claybrook Capital sold 83 Evercore shares in Q1 2019, an estimated $6K.
Claybrook Capital first reported a position in Evercore in Q4 2018 and held it in 1 quarter.
Claybrook Capital's Evercore position peaked at $6K in Q4 2018.
343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on Claybrook Capital's 13F filing for Q1 2019, filed 15 May 2019.