HighPoint Advisor Group’s Evercore EVR Stock Holding History

HighPoint Advisor Group’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
2019 Q2	–	Sell	-6,794	Closed	-$616K	–	491
2019 Q1	$616K	Sell	6,794 -125	-2%	-$11K	0.15%	136
2018 Q4	$635K	Buy	+6,919	New	+$568K	0.17%	140

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighPoint Advisor Group's EVR Position: Q2 2019 in Review

HighPoint Advisor Group sold out of Evercore (EVR) in Q2 2019, closing a stake of 6,794 shares — an estimated $616K sold.

HighPoint Advisor Group first reported a position in EVR in Q4 2018 and held it in 2 quarters. The position peaked at $635K in Q4 2018. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

HighPoint Advisor Group reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
HighPoint Advisor Group sold 6,794 Evercore shares in Q2 2019, an estimated $616K.
HighPoint Advisor Group first reported a position in Evercore in Q4 2018 and held it in 2 quarters.
HighPoint Advisor Group's Evercore position peaked at $635K in Q4 2018.
331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on HighPoint Advisor Group's 13F filing for Q2 2019, filed 15 Aug 2019.