First New York Securities’s Evercore EVR Stock Holding History

First New York Securities’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 Q2	–	Sell	-1,500	Closed	-$77.5K	–	475
2015 Q1	$77.5K	Buy	+1,500	New	+$76.2K	0.08%	120
2014 Q4	–	Sell	-500	Closed	-$23.5K	–	417
2014 Q3	$23.5K	Buy	+500	New	+$25.9K	0.02%	324

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

BFA

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

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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

CCM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First New York Securities's EVR Position: Q2 2015 in Review

First New York Securities sold out of Evercore (EVR) in Q2 2015, closing a stake of 1,500 shares — an estimated $77.5K sold.

First New York Securities first reported a position in EVR in Q3 2014 and held it in 2 quarters. The position peaked at $77.5K in Q1 2015. 196 funds tracked by Wall St. Rank hold EVR as of Q2 2015.

First New York Securities reported no remaining Evercore position as of Q2 2015 after selling out during the quarter.
First New York Securities sold 1,500 Evercore shares in Q2 2015, an estimated $77.5K.
First New York Securities first reported a position in Evercore in Q3 2014 and held it in 2 quarters.
First New York Securities's Evercore position peaked at $77.5K in Q1 2015.
196 funds tracked by Wall St. Rank held Evercore as of Q2 2015.

Based on First New York Securities's 13F filing for Q2 2015, filed 30 Jul 2015.