Franklin Street Advisors’s Evercore EVR Stock Holding History

Franklin Street Advisors’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
2014 Q2	–	Sell	-16,400	Closed	-$906K	–	229
2014 Q1	$906K	Sell	16,400 -350	-2%	-$20K	0.18%	124
2013 Q4	$1M	Hold	16,750	–	–	0.2%	114
2013 Q3	$825K	Sell	16,750 -2,000	-11%	-$92K	0.19%	131
2013 Q2	$737K	Buy	+18,750	New	+$727K	0.18%	140

Other funds holding EVR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Street Advisors's EVR Position: Q2 2014 in Review

Franklin Street Advisors sold out of Evercore (EVR) in Q2 2014, closing a stake of 16,400 shares — an estimated $906K sold.

Franklin Street Advisors first reported a position in EVR in Q2 2013 and held it in 4 quarters. The position peaked at $1M in Q4 2013. 197 funds tracked by Wall St. Rank hold EVR as of Q2 2014.

Franklin Street Advisors reported no remaining Evercore position as of Q2 2014 after selling out during the quarter.
Franklin Street Advisors sold 16,400 Evercore shares in Q2 2014, an estimated $906K.
Franklin Street Advisors first reported a position in Evercore in Q2 2013 and held it in 4 quarters.
Franklin Street Advisors's Evercore position peaked at $1M in Q4 2013.
197 funds tracked by Wall St. Rank held Evercore as of Q2 2014.

Based on Franklin Street Advisors's 13F filing for Q2 2014, filed 8 Jul 2014.