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Financial Counselors Inc’s Evercore EVR Stock Holding History

Financial Counselors Inc’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
2014
Q4 		– Sell
-23,344
Closed -$1.1M – 451
2014
Q3 		$1.1M Buy
23,344
+690
+3% +$35.7K 0.08% 256
2014
Q2 		$1.31M Sell
22,654
-11,220
-33% -$616K 0.09% 228
2014
Q1 		$1.87M Buy
33,874
+17,289
+104% +$989K 0.13% 183
2013
Q4 		$991K Buy
+16,585
New +$883K 0.07% 249

Other funds holding EVR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Counselors Inc's EVR Position: Q4 2014 in Review

Financial Counselors Inc sold out of Evercore (EVR) in Q4 2014, closing a stake of 23,344 shares — an estimated $1.1M sold.

Financial Counselors Inc first reported a position in EVR in Q4 2013 and held it in 4 quarters. The position peaked at $1.87M in Q1 2014. 195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

  • Financial Counselors Inc reported no remaining Evercore position as of Q4 2014 after selling out during the quarter.
  • Financial Counselors Inc sold 23,344 Evercore shares in Q4 2014, an estimated $1.1M.
  • Financial Counselors Inc first reported a position in Evercore in Q4 2013 and held it in 4 quarters.
  • Financial Counselors Inc's Evercore position peaked at $1.87M in Q1 2014.
  • 195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Financial Counselors Inc's 13F filing for Q4 2014, filed 2 Feb 2015.