Herndon Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $39K | Hold |
556
| – | – | 0.01% | 72 |
|
|
2017
Q1 | $43K | Sell |
556
-17
| -3% | -$1.32K | 0.01% | 69 |
|
|
2016
Q4 | $39K | Hold |
573
| – | – | 0.01% | 78 |
|
|
2016
Q3 | $30K | Sell |
573
-494
| -46% | -$25.9K | ﹤0.01% | 119 |
|
|
2016
Q2 | $47K | Buy |
1,067
+141
| +15% | +$6.21K | ﹤0.01% | 145 |
|
|
2016
Q1 | $48K | Buy |
926
+18
| +2% | +$933 | ﹤0.01% | 157 |
|
|
2015
Q4 | $49K | Buy |
908
+884
| +3,683% | +$47.7K | ﹤0.01% | 158 |
|
|
2015
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 194 |
|
|
2015
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 185 |
|
|
2015
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 179 |
|