FGC
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Financial Gravity Companies’s Evercore EVR Stock Holding History

Financial Gravity Companies’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 		$1K Sell
11
-10
-48% -$942 ﹤0.01% 1121
2017
Q4 		$2K Buy
+21
New +$1.75K ﹤0.01% 925

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Financial Gravity Companies's EVR Position: Q1 2018 in Review

Financial Gravity Companies reduced its Evercore (EVR) stake by 48% in Q1 2018, selling an estimated $942 and leaving 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Financial Gravity Companies first reported a position in EVR in Q4 2017 and has held it in 2 quarters since. The position peaked at $2K in Q4 2017. 352 funds tracked by Wall St. Rank hold EVR as of Q1 2018.

  • Financial Gravity Companies held 11 shares of Evercore worth $1K as of Q1 2018.
  • Financial Gravity Companies sold 10 Evercore shares in Q1 2018, an estimated $942.
  • Evercore made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1121 holding.
  • Financial Gravity Companies first reported a position in Evercore in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Evercore position peaked at $2K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Evercore as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.