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
2019 Q3	–	Sell	-6,400	Closed	-$3K	–	4226
2019 Q2	$3K	Buy	+6,400	New	+$570K	﹤0.01%	3352
2017 Q3	–	Sell	-1,700	Closed	-$8K	–	6069
2017 Q2	$8K	Buy	+1,700	New	+$124K	﹤0.01%	4354

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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.