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Emerald Advisers’s Evercore EVR Stock Holding History

Emerald Advisers’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
Q4 		– Sell
-191,575
Closed -$9M – 342
2014
Q3 		$9M Buy
191,575
+18,733
+11% +$970K 0.53% 59
2014
Q2 		$9.96M Sell
172,842
-4,438
-3% -$243K 0.56% 58
2014
Q1 		$9.79M Sell
177,280
-33,512
-16% -$1.92M 0.55% 59
2013
Q4 		$12.6M Sell
210,792
-12,460
-6% -$663K 0.68% 45
2013
Q3 		$11M Sell
223,252
-24,080
-10% -$1.11M 0.62% 53
2013
Q2 		$9.71M Buy
+247,332
New +$9.58M 0.59% 56

Other funds holding EVR

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Emerald Advisers's EVR Position: Q4 2014 in Review

Emerald Advisers sold out of Evercore (EVR) in Q4 2014, closing a stake of 191,575 shares — an estimated $9M sold.

Emerald Advisers first reported a position in EVR in Q2 2013 and held it in 6 quarters. The position peaked at $12.6M in Q4 2013. 195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

  • Emerald Advisers reported no remaining Evercore position as of Q4 2014 after selling out during the quarter.
  • Emerald Advisers sold 191,575 Evercore shares in Q4 2014, an estimated $9M.
  • Emerald Advisers first reported a position in Evercore in Q2 2013 and held it in 6 quarters.
  • Emerald Advisers's Evercore position peaked at $12.6M in Q4 2013.
  • 195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Emerald Advisers's 13F filing for Q4 2014, filed 30 Jan 2015.