Clinton Group’s Evercore EVR Stock Holding History

Clinton 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
2018 Q2	–	Sell	-10,434	Closed	-$910K	–	400
2018 Q1	$910K	Buy	+10,434	New	+$983K	0.1%	234
2017 Q1	–	Sell	-5,524	Closed	-$379K	–	959
2016 Q4	$379K	Buy	+5,524	New	+$340K	0.02%	647

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

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

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

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

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Clinton Group's EVR Position: Q2 2018 in Review

Clinton Group sold out of Evercore (EVR) in Q2 2018, closing a stake of 10,434 shares — an estimated $910K sold.

Clinton Group first reported a position in EVR in Q4 2016 and held it in 2 quarters. The position peaked at $910K in Q1 2018. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

Clinton Group reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
Clinton Group sold 10,434 Evercore shares in Q2 2018, an estimated $910K.
Clinton Group first reported a position in Evercore in Q4 2016 and held it in 2 quarters.
Clinton Group's Evercore position peaked at $910K in Q1 2018.
366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on Clinton Group's 13F filing for Q2 2018, filed 6 Jul 2018.