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GAM Systematic’s Evercore EVR Stock Holding History

GAM Systematic’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
2017
Q3 		$1.24M Buy
15,504
+7,125
+85% +$536K 0.18% 223
2017
Q2 		$591K Buy
8,379
+4,029
+93% +$293K 0.08% 386
2017
Q1 		$339K Buy
+4,350
New +$338K 0.07% 432
2016
Q4 		– Sell
-1,051
Closed -$54K – 621
2016
Q3 		$54K Buy
1,051
+153
+17% +$7.69K 0.01% 575
2016
Q2 		$40K Sell
898
-9,478
-91% -$472K 0.01% 594
2016
Q1 		$537K Buy
10,376
+8,021
+341% +$383K 0.14% 296
2015
Q4 		$127K Buy
+2,355
New +$127K 0.04% 518

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

GAM Systematic's EVR Position: Q3 2017 in Review

GAM Systematic increased its Evercore (EVR) stake by 85% in Q3 2017, buying an estimated $536K and bringing the position to 15,504 shares worth $1.24M. The position accounts for 0.18% of the portfolio, ranked #223.

GAM Systematic first reported a position in EVR in Q4 2015 and has held it in 7 quarters since. 296 funds tracked by Wall St. Rank hold EVR as of Q3 2017.

  • GAM Systematic held 15,504 shares of Evercore worth $1.24M as of Q3 2017.
  • GAM Systematic bought 7,125 Evercore shares in Q3 2017, an estimated $536K.
  • Evercore made up 0.18% of GAM Systematic's portfolio in Q3 2017, its #223 holding.
  • GAM Systematic first reported a position in Evercore in Q4 2015 and has held it in 7 quarters since.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q3 2017.

Based on GAM Systematic's 13F filing for Q3 2017, filed 14 Nov 2017.