Icon Advisers’s Evercore EVR Stock Holding History

Icon Advisers’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	-4,800	Closed	-$437K	–	310
2019 Q1	$437K	Hold	4,800	–	–	0.04%	246
2018 Q4	$343K	Sell	4,800 -2,900	-38%	-$238K	0.04%	253
2018 Q3	$774K	Hold	7,700	–	–	0.07%	226
2018 Q2	$812K	Buy	+7,700	New	+$794K	0.06%	228

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

Icon Advisers's EVR Position: Q2 2019 in Review

Icon Advisers sold out of Evercore (EVR) in Q2 2019, closing a stake of 4,800 shares — an estimated $437K sold.

Icon Advisers first reported a position in EVR in Q2 2018 and held it in 4 quarters. The position peaked at $812K in Q2 2018. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

Icon Advisers reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
Icon Advisers sold 4,800 Evercore shares in Q2 2019, an estimated $437K.
Icon Advisers first reported a position in Evercore in Q2 2018 and held it in 4 quarters.
Icon Advisers's Evercore position peaked at $812K in Q2 2018.
331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Icon Advisers's 13F filing for Q2 2019, filed 2 Aug 2019.