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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

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