IBM Retirement Fund’s Evercore EVR Stock Holding History

IBM Retirement Fund’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 Q3	–	Sell	-5,882	Closed	-$260K	–	952
2016 Q2	$260K	Buy	+5,882	New	+$293K	0.01%	902

Other funds holding EVR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

IBM Retirement Fund's EVR Position: Q3 2016 in Review

IBM Retirement Fund sold out of Evercore (EVR) in Q3 2016, closing a stake of 5,882 shares — an estimated $260K sold.

IBM Retirement Fund first reported a position in EVR in Q2 2016 and held it in 1 quarter. The position peaked at $260K in Q2 2016. 225 funds tracked by Wall St. Rank hold EVR as of Q3 2016.

IBM Retirement Fund reported no remaining Evercore position as of Q3 2016 after selling out during the quarter.
IBM Retirement Fund sold 5,882 Evercore shares in Q3 2016, an estimated $260K.
IBM Retirement Fund first reported a position in Evercore in Q2 2016 and held it in 1 quarter.
IBM Retirement Fund's Evercore position peaked at $260K in Q2 2016.
225 funds tracked by Wall St. Rank held Evercore as of Q3 2016.

Based on IBM Retirement Fund's 13F filing for Q3 2016, filed 26 Oct 2016.