Gideon Capital Advisors’s Evercore EVR Stock Holding History

Gideon Capital 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
2018 Q3	–	Sell	-5,718	Closed	-$603K	–	392
2018 Q2	$603K	Buy	+5,718	New	+$590K	0.3%	97
2017 Q3	–	Sell	-3,723	Closed	-$262K	–	304
2017 Q2	$262K	Sell	3,723 -872	-19%	-$63.4K	0.29%	157
2017 Q1	$358K	Buy	+4,595	New	+$357K	0.21%	188
2014 Q4	–	Sell	-6,771	Closed	-$318K	–	235
2014 Q3	$318K	Buy	+6,771	New	+$351K	0.12%	202

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Gideon Capital Advisors's EVR Position: Q3 2018 in Review

Gideon Capital Advisors sold out of Evercore (EVR) in Q3 2018, closing a stake of 5,718 shares — an estimated $603K sold.

Gideon Capital Advisors first reported a position in EVR in Q3 2014 and held it in 4 quarters. The position peaked at $603K in Q2 2018. 363 funds tracked by Wall St. Rank hold EVR as of Q3 2018.

Gideon Capital Advisors reported no remaining Evercore position as of Q3 2018 after selling out during the quarter.
Gideon Capital Advisors sold 5,718 Evercore shares in Q3 2018, an estimated $603K.
Gideon Capital Advisors first reported a position in Evercore in Q3 2014 and held it in 4 quarters.
Gideon Capital Advisors's Evercore position peaked at $603K in Q2 2018.
363 funds tracked by Wall St. Rank held Evercore as of Q3 2018.

Based on Gideon Capital Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.