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Gratry & Company’s Evercore EVR Stock Holding History

Gratry & Company’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
2016
Q1 		– Sell
-5,825
Closed -$315K – 80
2015
Q4 		$315K Buy
5,825
+595
+11% +$32.1K 0.21% 49
2015
Q3 		$263K Buy
+5,230
New +$287K 0.16% 50

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 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

Gratry & Company's EVR Position: Q1 2016 in Review

Gratry & Company sold out of Evercore (EVR) in Q1 2016, closing a stake of 5,825 shares — an estimated $315K sold.

Gratry & Company first reported a position in EVR in Q3 2015 and held it in 2 quarters. The position peaked at $315K in Q4 2015. 227 funds tracked by Wall St. Rank hold EVR as of Q1 2016.

  • Gratry & Company reported no remaining Evercore position as of Q1 2016 after selling out during the quarter.
  • Gratry & Company sold 5,825 Evercore shares in Q1 2016, an estimated $315K.
  • Gratry & Company first reported a position in Evercore in Q3 2015 and held it in 2 quarters.
  • Gratry & Company's Evercore position peaked at $315K in Q4 2015.
  • 227 funds tracked by Wall St. Rank held Evercore as of Q1 2016.

Based on Gratry & Company's 13F filing for Q1 2016, filed 29 Apr 2016.