Gray Financial Group’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-5,907
Closed -$304K 44
2016
Q3
$304K Hold
5,907
0.13% 33
2016
Q2
$261K Hold
5,907
0.11% 36
2016
Q1
$306K Hold
5,907
0.12% 27
2015
Q4
$319K Hold
5,907
0.24% 26
2015
Q3
$297K Hold
5,907
0.12% 23
2015
Q2
$319K Hold
5,907
0.12% 26
2015
Q1
$305K Buy
+5,907
New +$305K 0.11% 26