IWP
EVR icon

Icon Wealth Partners’s Evercore EVR Stock Holding History

Icon Wealth Partners’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
-152
Closed -$14K – 345
2019
Q1 		$14K Buy
+152
New +$13.3K 0.01% 623
2018
Q3 		– Sell
-122
Closed -$13K – 403
2018
Q2 		$13K Buy
+122
New +$12.6K 0.01% 658
2018
Q1 		– Sell
-115
Closed -$10K – 401
2017
Q4 		$10K Buy
+115
New +$9.59K 0.01% 702

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Icon Wealth Partners's EVR Position: Q2 2019 in Review

Icon Wealth Partners sold out of Evercore (EVR) in Q2 2019, closing a stake of 152 shares — an estimated $14K sold.

Icon Wealth Partners first reported a position in EVR in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q1 2019. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

  • Icon Wealth Partners reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 152 Evercore shares in Q2 2019, an estimated $14K.
  • Icon Wealth Partners first reported a position in Evercore in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Evercore position peaked at $14K in Q1 2019.
  • 331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.