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Emerald Acquisition’s Evercore EVR Stock Holding History

Emerald Acquisition’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
Q3 		$5M Sell
96,990
-3,598
-4% -$181K 0.01% 1217
2016
Q2 		$4.45M Buy
+100,588
New +$5.01M 0.01% 1398

Other funds holding EVR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Emerald Acquisition's EVR Position: Q3 2016 in Review

Emerald Acquisition reduced its Evercore (EVR) stake by 3.6% in Q3 2016, selling an estimated $181K and leaving 96,990 shares worth $5M. The position accounts for 0.01% of the portfolio, ranked #1217.

Emerald Acquisition first reported a position in EVR in Q2 2016 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold EVR as of Q3 2016.

  • Emerald Acquisition held 96,990 shares of Evercore worth $5M as of Q3 2016.
  • Emerald Acquisition sold 3,598 Evercore shares in Q3 2016, an estimated $181K.
  • Evercore made up 0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1217 holding.
  • Emerald Acquisition first reported a position in Evercore in Q2 2016 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Evercore as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.