FineMark National Bank & Trust’s Evercore EVR Stock Holding History

FineMark National Bank & Trust’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
2015 Q4	–	Sell	-47	Closed	-$3K	–	1393
2015 Q3	$3K	Buy	47 +21	+81%	+$1.15K	﹤0.01%	1168
2015 Q2	$1K	Hold	26	–	–	﹤0.01%	1329
2015 Q1	$1K	Buy	+26	New	+$1.32K	﹤0.01%	1316
2014 Q4	–	Sell	-441	Closed	-$21K	–	1416
2014 Q3	$21K	Hold	441	–	–	﹤0.01%	875
2014 Q2	$25K	Hold	441	–	–	﹤0.01%	840
2014 Q1	$24K	Hold	441	–	–	﹤0.01%	836
2013 Q4	$26K	Hold	441	–	–	0.01%	745
2013 Q3	$22K	Hold	441	–	–	0.01%	769
2013 Q2	$17K	Buy	+441	New	+$17.1K	0.01%	838

Other funds holding EVR

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FineMark National Bank & Trust's EVR Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of Evercore (EVR) in Q4 2015, closing a stake of 47 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in EVR in Q2 2013 and held it in 9 quarters. The position peaked at $26K in Q4 2013. 224 funds tracked by Wall St. Rank hold EVR as of Q4 2015.

FineMark National Bank & Trust reported no remaining Evercore position as of Q4 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 47 Evercore shares in Q4 2015, an estimated $3K.
FineMark National Bank & Trust first reported a position in Evercore in Q2 2013 and held it in 9 quarters.
FineMark National Bank & Trust's Evercore position peaked at $26K in Q4 2013.
224 funds tracked by Wall St. Rank held Evercore as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.