Fiera Capital (Canada)

Fiera Capital (Canada)’s Evercore EVR Stock Holding History

Fiera Capital (Canada)’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
2020 Q2	–	Sell	-22,523	Closed	-$1.04M	–	636
2020 Q1	$1.04M	Sell	22,523 -228,081	-91%	-$15.3M	﹤0.01%	404
2019 Q4	$18.7M	Sell	250,604 -23,406	-9%	-$1.78M	0.06%	178
2019 Q3	$21.9M	Sell	274,010 -6,609	-2%	-$548K	0.08%	162
2019 Q2	$24.9M	Sell	280,619 -12,946	-4%	-$1.15M	0.09%	157
2019 Q1	$26.7M	Sell	293,565 -20,067	-6%	-$1.76M	0.1%	153
2018 Q4	$22.4M	Sell	313,632 -14,078	-4%	-$1.16M	0.1%	159
2018 Q3	$33M	Sell	327,710 -28,641	-8%	-$3.09M	0.13%	140
2018 Q2	$37.6M	Sell	356,351 -67,377	-16%	-$6.95M	0.16%	118
2018 Q1	$36.9M	Sell	423,728 -32,347	-7%	-$3.05M	0.18%	110
2017 Q4	$41M	Sell	456,075 -40,539	-8%	-$3.38M	0.2%	102
2017 Q3	$39.9M	Sell	496,614 -17,537	-3%	-$1.32M	0.19%	109
2017 Q2	$36.2M	Buy	514,151 +312,400	+155%	+$22.7M	0.18%	118
2017 Q1	$15.7M	Buy	201,751 +32,384	+19%	+$2.51M	0.08%	200
2016 Q4	$11.6M	Buy	+169,367	New	+$10.4M	0.07%	223

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JP Morgan Chase

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

Dimensional Fund Advisors

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TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return