Herndon Capital Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$39K Hold
2017
Q1
$43K Sell
2016
Q4
$39K Hold
2016
Q3
$30K Sell
2016
Q2
$47K Buy
2016
Q1
$48K Buy
2015
Q4
$49K Buy
2015
Q3
$1K Hold
2015
Q2
$1K Hold
2015
Q1
$1K Buy