Evolution Wealth Advisors’s Banner Corp BANR Stock Holding History

Evolution Wealth Advisors’s Portfolio BANR Stock Details BANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-26	Closed	-$1K	–	630
2019 Q3	$1K	Buy	+26	New	+$1.44K	﹤0.01%	456

Other funds holding BANR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's BANR Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of Banner Corp (BANR) in Q4 2019, closing a stake of 26 shares — an estimated $1K sold.

Evolution Wealth Advisors first reported a position in BANR in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 183 funds tracked by Wall St. Rank hold BANR as of Q4 2019.

Evolution Wealth Advisors reported no remaining Banner Corp position as of Q4 2019 after selling out during the quarter.
Evolution Wealth Advisors sold 26 Banner Corp shares in Q4 2019, an estimated $1K.
Evolution Wealth Advisors first reported a position in Banner Corp in Q3 2019 and held it in 1 quarter.
Evolution Wealth Advisors's Banner Corp position peaked at $1K in Q3 2019.
183 funds tracked by Wall St. Rank held Banner Corp as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.