Elite Wealth Management’s Evercore EVR Stock Holding History

Elite Wealth 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
2014 Q1	–	Sell	-123	Closed	-$8K	–	433
2013 Q4	$8K	Buy	+123	New	+$6.55K	0.01%	381

Other funds holding EVR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Elite Wealth Management's EVR Position: Q1 2014 in Review

Elite Wealth Management sold out of Evercore (EVR) in Q1 2014, closing a stake of 19 shares — an estimated $1K sold.

Elite Wealth Management first reported a position in EVR in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 209 funds tracked by Wall St. Rank hold EVR as of Q1 2014.

Elite Wealth Management reported no remaining Evercore position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 19 Evercore shares in Q1 2014, an estimated $1K.
Elite Wealth Management first reported a position in Evercore in Q4 2013 and held it in 1 quarter.
Elite Wealth Management's Evercore position peaked at $1K in Q4 2013.
209 funds tracked by Wall St. Rank held Evercore as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.