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Gryphon Financial Partners’s Evercore EVR Stock Holding History

Gryphon Financial Partners’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
-359
Closed -$38K – 378
2018
Q2 		$38K Sell
359
-7
-2% -$722 0.02% 274
2018
Q1 		$32K Sell
366
-50
-12% -$4.71K 0.02% 298
2017
Q4 		$37K Buy
+416
New +$34.7K 0.02% 299

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Renaissance Technologies
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FCM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Gryphon Financial Partners's EVR Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Evercore (EVR) in Q3 2018, closing a stake of 359 shares — an estimated $38K sold.

Gryphon Financial Partners first reported a position in EVR in Q4 2017 and held it in 3 quarters. The position peaked at $38K in Q2 2018. 363 funds tracked by Wall St. Rank hold EVR as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Evercore position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 359 Evercore shares in Q3 2018, an estimated $38K.
  • Gryphon Financial Partners first reported a position in Evercore in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Evercore position peaked at $38K in Q2 2018.
  • 363 funds tracked by Wall St. Rank held Evercore as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.