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Cornerstone Advisors (Washington)’s Evercore EVR Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-288
Closed -$26K – 1017
2019
Q2 		$26K Buy
288
+12
+4% +$1.07K ﹤0.01% 584
2019
Q1 		$25K Buy
276
+11
+4% +$966 ﹤0.01% 551
2018
Q4 		$19K Sell
265
-3
-1% -$246 ﹤0.01% 516
2018
Q3 		$27K Hold
268
– – 0.02% 466
2018
Q2 		$28K Hold
268
– – 0.02% 434
2018
Q1 		$23K Buy
268
+11
+4% +$1.04K 0.02% 467
2017
Q4 		$23K Hold
257
– – 0.02% 455
2017
Q3 		$21K Sell
257
-93
-27% -$6.99K 0.01% 469
2017
Q2 		$25K Buy
+350
New +$25.5K 0.01% 440

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Advisors (Washington)'s EVR Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Evercore (EVR) in Q3 2019, closing a stake of 288 shares — an estimated $26K sold.

Cornerstone Advisors (Washington) first reported a position in EVR in Q2 2017 and held it in 9 quarters. The position peaked at $28K in Q2 2018. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Evercore position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 288 Evercore shares in Q3 2019, an estimated $26K.
  • Cornerstone Advisors (Washington) first reported a position in Evercore in Q2 2017 and held it in 9 quarters.
  • Cornerstone Advisors (Washington)'s Evercore position peaked at $28K in Q2 2018.
  • 340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.