FMA
Fiduciary Management Associates’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $16.7M | Sell |
323,163
-167,585
| -34% | -$8.67M | 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% | -$1.98M | 1.47% | 21 |
|
|
2015
Q2 | $26.5M | Buy |
490,168
+5,278
| +1% | +$285K | 1.55% | 10 |
|
|
2015
Q1 | $25.1M | Buy |
484,890
+105,475
| +28% | +$5.45M | 1.5% | 13 |
|
|
2014
Q4 | $19.9M | Buy |
379,415
+61,080
| +19% | +$3.2M | 1.24% | 49 |
|
|
2014
Q3 | $15M | Buy |
318,335
+43,640
| +16% | +$2.05M | 1.06% | 61 |
|
|
2014
Q2 | $15.8M | Buy |
274,695
+9,330
| +4% | +$538K | 1.05% | 64 |
|
|
2014
Q1 | $14.7M | Buy |
265,365
+19,780
| +8% | +$1.09M | 0.97% | 75 |
|
|
2013
Q4 | $14.7M | Sell |
245,585
-51,670
| -17% | -$3.09M | 1% | 74 |
|
|
2013
Q3 | $14.6M | Sell |
297,255
-28,560
| -9% | -$1.41M | 1.06% | 59 |
|
|
2013
Q2 | $12.8M | Buy |
+325,815
| New | +$12.8M | 1% | 72 |
|