EA
EVR icon

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

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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 $240B AUM 35.51% 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 $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return