First Citizens Bank & Trust’s Evercore EVR Stock Holding History

First Citizens 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
2018 Q4	–	Sell	-2,081	Closed	-$209K	–	417
2018 Q3	$209K	Sell	2,081 -575	-22%	-$62K	0.02%	403
2018 Q2	$281K	Sell	2,656 -395	-13%	-$40.7K	0.03%	357
2018 Q1	$266K	Sell	3,051 -325	-10%	-$30.6K	0.04%	349
2017 Q4	$304K	Sell	3,376 -1,615	-32%	-$135K	0.04%	297
2017 Q3	$401K	Sell	4,991 -1,039	-17%	-$78.1K	0.05%	252
2017 Q2	$425K	Sell	6,030 -700	-10%	-$50.9K	0.05%	284
2017 Q1	$524K	Buy	+6,730	New	+$523K	0.06%	237
2014 Q4	–	Sell	-12,452	Closed	-$585K	–	339
2014 Q3	$585K	Buy	12,452 +573	+5%	+$29.7K	0.05%	232
2014 Q2	$685K	Buy	+11,879	New	+$652K	0.06%	211

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Citizens Bank & Trust's EVR Position: Q4 2018 in Review

First Citizens Bank & Trust sold out of Evercore (EVR) in Q4 2018, closing a stake of 2,081 shares — an estimated $209K sold.

First Citizens Bank & Trust first reported a position in EVR in Q2 2014 and held it in 9 quarters. The position peaked at $685K in Q2 2014. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

First Citizens Bank & Trust reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
First Citizens Bank & Trust sold 2,081 Evercore shares in Q4 2018, an estimated $209K.
First Citizens Bank & Trust first reported a position in Evercore in Q2 2014 and held it in 9 quarters.
First Citizens Bank & Trust's Evercore position peaked at $685K in Q2 2014.
333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on First Citizens Bank & Trust's 13F filing for Q4 2018, filed 15 Jan 2019.