CG
EVR icon

Cutler Group’s Evercore EVR Stock Holding History

Cutler 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
Q4 		– Sell
-1
Closed – – 4113
2018
Q3 		$0 Buy
+1
New +$108 ﹤0.01% 4260
2017
Q4 		– Sell
-81
Closed -$6K – 5152
2017
Q3 		$6K Sell
81
-338
-81% -$25.4K ﹤0.01% 4206
2017
Q2 		$29K Sell
419
-200
-32% -$14.5K ﹤0.01% 3032
2017
Q1 		$48K Sell
619
-1,928
-76% -$150K ﹤0.01% 2447
2016
Q4 		$174K Buy
+2,547
New +$157K 0.01% 1405
2016
Q3 		– Sell
-194
Closed -$9.76K – 6844
2016
Q2 		$8K Buy
+194
New +$9.66K ﹤0.01% 4406

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

Cutler Group's EVR Position: Q4 2018 in Review

Cutler Group sold out of Evercore (EVR) in Q4 2018, closing a stake of 1 share.

Cutler Group first reported a position in EVR in Q2 2016 and held it in 6 quarters. The position peaked at $174K in Q4 2016. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • Cutler Group reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • Cutler Group sold 1 Evercore share in Q4 2018.
  • Cutler Group first reported a position in Evercore in Q2 2016 and held it in 6 quarters.
  • Cutler Group's Evercore position peaked at $174K in Q4 2016.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Cutler Group's 13F filing for Q4 2018, filed 5 Feb 2019.