Empirical Finance’s Evercore EVR Stock Holding History

Empirical Finance’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
2017 Q1	–	Sell	-204	Closed	-$15K	–	245
2016 Q4	$15K	Buy	+204	New	+$12.5K	0.01%	246

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $4.34B AUM 37.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empirical Finance's EVR Position: Q1 2017 in Review

Empirical Finance sold out of Evercore (EVR) in Q1 2017, closing a stake of 204 shares — an estimated $15K sold.

Empirical Finance first reported a position in EVR in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 283 funds tracked by Wall St. Rank hold EVR as of Q1 2017.

Empirical Finance reported no remaining Evercore position as of Q1 2017 after selling out during the quarter.
Empirical Finance sold 204 Evercore shares in Q1 2017, an estimated $15K.
Empirical Finance first reported a position in Evercore in Q4 2016 and held it in 1 quarter.
Empirical Finance's Evercore position peaked at $15K in Q4 2016.
283 funds tracked by Wall St. Rank held Evercore as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.