First Personal Financial Services’s Evercore EVR Stock Holding History

First Personal Financial Services’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
2019 Q3	–	Sell	-39	Closed	-$3K	–	602
2019 Q2	$3K	Hold	39	–	–	﹤0.01%	633
2019 Q1	$4K	Hold	39	–	–	﹤0.01%	615
2018 Q4	$3K	Hold	39	–	–	﹤0.01%	608
2018 Q3	$4K	Hold	39	–	–	﹤0.01%	624
2018 Q2	$4K	Sell	39 -157	-80%	-$16.2K	﹤0.01%	593
2018 Q1	$17K	Hold	196	–	–	﹤0.01%	660
2017 Q4	$18K	Buy	196 +39	+25%	+$3.25K	﹤0.01%	663
2017 Q3	$13K	Buy	157 +140	+824%	+$10.5K	﹤0.01%	655
2017 Q2	$1K	Sell	17 -442	-96%	-$32.1K	﹤0.01%	847
2017 Q1	$36K	Sell	459 -404	-47%	-$31.4K	0.01%	459
2016 Q4	$59K	Buy	863 +846	+4,976%	+$52K	0.02%	348
2016 Q3	$1K	Hold	17	–	–	﹤0.01%	780
2016 Q2	$1K	Buy	+17	New	+$846	﹤0.01%	788

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Personal Financial Services's EVR Position: Q3 2019 in Review

First Personal Financial Services sold out of Evercore (EVR) in Q3 2019, closing a stake of 39 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in EVR in Q2 2016 and held it in 13 quarters. The position peaked at $59K in Q4 2016. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

First Personal Financial Services reported no remaining Evercore position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 39 Evercore shares in Q3 2019, an estimated $3K.
First Personal Financial Services first reported a position in Evercore in Q2 2016 and held it in 13 quarters.
First Personal Financial Services's Evercore position peaked at $59K in Q4 2016.
340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.