Fiduciary Management Associates’s Evercore EVR Stock Holding History

Fiduciary Management Associates’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 Q1	$16.7M	Sell	323,163 -167,585	-34%	-$8.01M	1.09%	63
2015 Q4	$26.5M	Buy	490,748 +40,000	+9%	+$2.16M	1.56%	8
2015 Q3	$22.6M	Sell	450,748 -39,420	-8%	-$2.16M	1.47%	21
2015 Q2	$26.5M	Buy	490,168 +5,278	+1%	+$269K	1.55%	10
2015 Q1	$25.1M	Buy	484,890 +105,475	+28%	+$5.36M	1.5%	13
2014 Q4	$19.9M	Buy	379,415 +61,080	+19%	+$3.06M	1.24%	49
2014 Q3	$15M	Buy	318,335 +43,640	+16%	+$2.26M	1.06%	61
2014 Q2	$15.8M	Buy	274,695 +9,330	+4%	+$512K	1.05%	64
2014 Q1	$14.7M	Buy	265,365 +19,780	+8%	+$1.13M	0.97%	75
2013 Q4	$14.7M	Sell	245,585 -51,670	-17%	-$2.75M	1%	74
2013 Q3	$14.6M	Sell	297,255 -28,560	-9%	-$1.31M	1.06%	59
2013 Q2	$12.8M	Buy	+325,815	New	+$12.6M	1%	72

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 18.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 16.26% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fiduciary Management Associates's EVR Position: Q1 2016 in Review

Fiduciary Management Associates reduced its Evercore (EVR) stake by 34% in Q1 2016, selling an estimated $8.01M and leaving 323,163 shares worth $16.7M. The position accounts for 1.09% of the portfolio, ranked #63.

Fiduciary Management Associates first reported a position in EVR in Q2 2013 and has held it in 12 quarters since. The position peaked at $26.5M in Q4 2015. 228 funds tracked by Wall St. Rank hold EVR as of Q1 2016.

Fiduciary Management Associates held 323,163 shares of Evercore worth $16.7M as of Q1 2016.
Fiduciary Management Associates sold 167,585 Evercore shares in Q1 2016, an estimated $8.01M.
Evercore made up 1.09% of Fiduciary Management Associates's portfolio in Q1 2016, its #63 holding.
Fiduciary Management Associates first reported a position in Evercore in Q2 2013 and has held it in 12 quarters since.
Fiduciary Management Associates's Evercore position peaked at $26.5M in Q4 2015.
228 funds tracked by Wall St. Rank held Evercore as of Q1 2016.

Based on Fiduciary Management Associates's 13F filing for Q1 2016, filed 4 May 2016.