Financial Counselors Inc’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-23,344
| Closed | -$1.1M | – | 451 |
|
|
2014
Q3 | $1.1M | Buy |
23,344
+690
| +3% | +$32.4K | 0.08% | 256 |
|
|
2014
Q2 | $1.31M | Sell |
22,654
-11,220
| -33% | -$647K | 0.09% | 228 |
|
|
2014
Q1 | $1.87M | Buy |
33,874
+17,289
| +104% | +$955K | 0.13% | 183 |
|
|
2013
Q4 | $991K | Buy |
+16,585
| New | +$991K | 0.07% | 249 |
|