First Citizens Bank & Trust’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,081
| Closed | -$209K | – | 417 |
|
|
2018
Q3 | $209K | Sell |
2,081
-575
| -22% | -$57.7K | 0.02% | 403 |
|
|
2018
Q2 | $281K | Sell |
2,656
-395
| -13% | -$41.8K | 0.03% | 357 |
|
|
2018
Q1 | $266K | Sell |
3,051
-325
| -10% | -$28.3K | 0.04% | 349 |
|
|
2017
Q4 | $304K | Sell |
3,376
-1,615
| -32% | -$145K | 0.04% | 297 |
|
|
2017
Q3 | $401K | Sell |
4,991
-1,039
| -17% | -$83.5K | 0.05% | 252 |
|
|
2017
Q2 | $425K | Sell |
6,030
-700
| -10% | -$49.3K | 0.05% | 284 |
|
|
2017
Q1 | $524K | Buy |
+6,730
| New | +$524K | 0.06% | 237 |
|
|
2014
Q4 | – | Sell |
-12,452
| Closed | -$585K | – | 339 |
|
|
2014
Q3 | $585K | Buy |
12,452
+573
| +5% | +$26.9K | 0.05% | 232 |
|
|
2014
Q2 | $685K | Buy |
+11,879
| New | +$685K | 0.06% | 211 |
|