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Forward Management’s Evercore EVR Stock Holding History

Forward Management’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
-4,403
Closed -$442K – 73
2018
Q3 		$442K Sell
4,403
-911
-17% -$98.2K 0.07% 105
2018
Q2 		$560K Buy
5,314
+153
+3% +$15.8K 0.09% 110
2018
Q1 		$450K Buy
5,161
+75
+1% +$7.06K 0.07% 142
2017
Q4 		$458K Sell
5,086
-149
-3% -$12.4K 0.05% 141
2017
Q3 		$420K Buy
5,235
+207
+4% +$15.6K 0.05% 144
2017
Q2 		$355K Sell
5,028
-496
-9% -$36.1K 0.03% 157
2017
Q1 		$430K Buy
5,524
+232
+4% +$18K 0.04% 142
2016
Q4 		$364K Sell
5,292
-9,351
-64% -$575K 0.03% 174
2016
Q3 		$754K Buy
14,643
+111
+0.8% +$5.58K 0.06% 131
2016
Q2 		$642K Sell
14,532
-569
-4% -$28.3K 0.05% 150
2016
Q1 		$781K Buy
15,101
+2,436
+19% +$116K 0.06% 141
2015
Q4 		$684K Buy
12,665
+2,045
+19% +$110K 0.06% 167
2015
Q3 		$534K Sell
10,620
-8,275
-44% -$453K 0.04% 194
2015
Q2 		$1.02M Buy
18,895
+8,895
+89% +$454K 0.06% 180
2015
Q1 		$517K Hold
10,000
– – 0.03% 237
2014
Q4 		$524K Hold
10,000
– – 0.03% 223
2014
Q3 		$470K Hold
10,000
– – 0.03% 236
2014
Q2 		$576K Hold
10,000
– – 0.03% 213
2014
Q1 		$553K Hold
10,000
– – 0.03% 214
2013
Q4 		$598K Hold
10,000
– – 0.04% 210
2013
Q3 		$492K Buy
10,000
+5,000
+100% +$230K 0.03% 218
2013
Q2 		$196K Buy
+5,000
New +$194K 0.02% 307

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Forward Management's EVR Position: Q4 2018 in Review

Forward Management sold out of Evercore (EVR) in Q4 2018, closing a stake of 4,403 shares — an estimated $442K sold.

Forward Management first reported a position in EVR in Q2 2013 and held it in 22 quarters. The position peaked at $1.02M in Q2 2015. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • Forward Management reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • Forward Management sold 4,403 Evercore shares in Q4 2018, an estimated $442K.
  • Forward Management first reported a position in Evercore in Q2 2013 and held it in 22 quarters.
  • Forward Management's Evercore position peaked at $1.02M in Q2 2015.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Forward Management's 13F filing for Q4 2018, filed 1 Feb 2019.