Gemmer Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-135
| Closed | -$10K | – | 1310 |
|
|
2019
Q4 | $10K | Buy |
135
+100
| +286% | +$7.41K | ﹤0.01% | 653 |
|
|
2019
Q3 | $3K | Sell |
35
-2
| -5% | -$171 | ﹤0.01% | 1138 |
|
|
2019
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 1165 |
|
|
2018
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 1090 |
|
|
2016
Q2 | – | Sell |
-11
| Closed | – | – | 1251 |
|
|
2016
Q1 | $0 | Sell |
11
-40
| -78% | – | ﹤0.01% | 1257 |
|
|
2015
Q4 | $3K | Buy |
51
+40
| +364% | +$2.35K | ﹤0.01% | 982 |
|
|
2015
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1205 |
|
|
2015
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1244 |
|
|
2015
Q1 | $1K | Sell |
11
-28
| -72% | -$2.55K | ﹤0.01% | 1281 |
|
|
2014
Q4 | $2K | Buy |
39
+11
| +39% | +$564 | ﹤0.01% | 1137 |
|
|
2014
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1256 |
|
|
2014
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1160 |
|
|
2014
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1142 |
|