Clean Yield Group’s Evercore EVR Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-35	Closed	-$3K	–	346
2019 Q1	$3K	Buy	+35	New	+$3.07K	﹤0.01%	291

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Clean Yield Group's EVR Position: Q2 2019 in Review

Clean Yield Group sold out of Evercore (EVR) in Q2 2019, closing a stake of 35 shares — an estimated $3K sold.

Clean Yield Group first reported a position in EVR in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

Clean Yield Group reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
Clean Yield Group sold 35 Evercore shares in Q2 2019, an estimated $3K.
Clean Yield Group first reported a position in Evercore in Q1 2019 and held it in 1 quarter.
Clean Yield Group's Evercore position peaked at $3K in Q1 2019.
331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Clean Yield Group's 13F filing for Q2 2019, filed 22 Jul 2019.