Corbenic Partners’s Evercore EVR Stock Holding History

Corbenic Partners’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
2015 Q1	–	Sell	-80	Closed	-$4K	–	178
2014 Q4	$4K	Buy	+80	New	+$4K	﹤0.01%	166

Other funds holding EVR

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

BIT

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Corbenic Partners's EVR Position: Q1 2015 in Review

Corbenic Partners sold out of Evercore (EVR) in Q1 2015, closing a stake of 80 shares — an estimated $4K sold.

Corbenic Partners first reported a position in EVR in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 203 funds tracked by Wall St. Rank hold EVR as of Q1 2015.

Corbenic Partners reported no remaining Evercore position as of Q1 2015 after selling out during the quarter.
Corbenic Partners sold 80 Evercore shares in Q1 2015, an estimated $4K.
Corbenic Partners first reported a position in Evercore in Q4 2014 and held it in 1 quarter.
Corbenic Partners's Evercore position peaked at $4K in Q4 2014.
203 funds tracked by Wall St. Rank held Evercore as of Q1 2015.

Based on Corbenic Partners's 13F filing for Q1 2015, filed 16 Apr 2015.