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Dean Investment Associates’s Evercore EVR Stock Holding History

Dean Investment Associates’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
-38,700
Closed -$2M – 207
2016
Q1 		$2M Buy
+38,700
New +$1.85M 0.41% 103

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Dean Investment Associates's EVR Position: Q2 2016 in Review

Dean Investment Associates sold out of Evercore (EVR) in Q2 2016, closing a stake of 38,700 shares — an estimated $2M sold.

Dean Investment Associates first reported a position in EVR in Q1 2016 and held it in 1 quarter. The position peaked at $2M in Q1 2016. 221 funds tracked by Wall St. Rank hold EVR as of Q2 2016.

  • Dean Investment Associates reported no remaining Evercore position as of Q2 2016 after selling out during the quarter.
  • Dean Investment Associates sold 38,700 Evercore shares in Q2 2016, an estimated $2M.
  • Dean Investment Associates first reported a position in Evercore in Q1 2016 and held it in 1 quarter.
  • Dean Investment Associates's Evercore position peaked at $2M in Q1 2016.
  • 221 funds tracked by Wall St. Rank held Evercore as of Q2 2016.

Based on Dean Investment Associates's 13F filing for Q2 2016, filed 3 Aug 2016.