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Gupta Wealth Management’s Evercore EVR Stock Holding History

Gupta Wealth Management’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 		$5K Buy
+89
New +$4.25K ﹤0.01% 969

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

Gupta Wealth Management's EVR Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Evercore (EVR) in Q1 2016: 89 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings.

227 funds tracked by Wall St. Rank hold EVR as of Q1 2016.

  • Gupta Wealth Management held 89 shares of Evercore worth $5K as of Q1 2016.
  • Evercore was a new Gupta Wealth Management position in Q1 2016.
  • Evercore made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #969 holding.
  • 227 funds tracked by Wall St. Rank held Evercore as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.