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Dean Capital Management’s Evercore EVR Stock Holding History

Dean 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
2016
Q2 		– Sell
-14,247
Closed -$737K – 64
2016
Q1 		$737K Buy
+14,247
New +$681K 1.02% 55

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BFA
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AIM
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JCM
Junto Capital Management New York $4.74B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dean Capital Management's EVR Position: Q2 2016 in Review

Dean Capital Management sold out of Evercore (EVR) in Q2 2016, closing a stake of 14,247 shares — an estimated $737K sold.

Dean Capital Management first reported a position in EVR in Q1 2016 and held it in 1 quarter. The position peaked at $737K in Q1 2016. 221 funds tracked by Wall St. Rank hold EVR as of Q2 2016.

  • Dean Capital Management reported no remaining Evercore position as of Q2 2016 after selling out during the quarter.
  • Dean Capital Management sold 14,247 Evercore shares in Q2 2016, an estimated $737K.
  • Dean Capital Management first reported a position in Evercore in Q1 2016 and held it in 1 quarter.
  • Dean Capital Management's Evercore position peaked at $737K in Q1 2016.
  • 221 funds tracked by Wall St. Rank held Evercore as of Q2 2016.

Based on Dean Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.