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CrestPoint Capital Management’s Evercore EVR Stock Holding History

CrestPoint Capital Management’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
2017
Q4 		$225K Sell
2,500
-200
-7% -$16.7K 0.12% 171
2017
Q3 		$217K Buy
+2,700
New +$203K 0.1% 212

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CrestPoint Capital Management's EVR Position: Q4 2017 in Review

CrestPoint Capital Management reduced its Evercore (EVR) stake by 7.4% in Q4 2017, selling an estimated $16.7K and leaving 2,500 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #171.

CrestPoint Capital Management first reported a position in EVR in Q3 2017 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold EVR as of Q4 2017.

  • CrestPoint Capital Management held 2,500 shares of Evercore worth $225K as of Q4 2017.
  • CrestPoint Capital Management sold 200 Evercore shares in Q4 2017, an estimated $16.7K.
  • Evercore made up 0.12% of CrestPoint Capital Management's portfolio in Q4 2017, its #171 holding.
  • CrestPoint Capital Management first reported a position in Evercore in Q3 2017 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held Evercore as of Q4 2017.

Based on CrestPoint Capital Management's 13F filing for Q4 2017, filed 17 Jan 2018.