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Financial Architects (New Jersey)’s Evercore EVR Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-37
Closed -$3K – 1438
2017
Q4 		$3K Hold
37
– – ﹤0.01% 1374
2017
Q3 		$3K Hold
37
– – ﹤0.01% 1362
2017
Q2 		$3K Buy
+37
New +$2.69K ﹤0.01% 1376

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Financial Architects (New Jersey)'s EVR Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Evercore (EVR) in Q1 2018, closing a stake of 37 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in EVR in Q2 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2017. 352 funds tracked by Wall St. Rank hold EVR as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining Evercore position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 37 Evercore shares in Q1 2018, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Evercore in Q2 2017 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Evercore position peaked at $3K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Evercore as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.