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IFC Holdings’s Evercore EVR Stock Holding History

IFC Holdings’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
2017
Q2 		– Sell
-11,667
Closed -$907K – 500
2017
Q1 		$907K Buy
11,667
+933
+9% +$72.4K 0.08% 168
2016
Q4 		$736K Buy
+10,734
New +$660K 0.07% 185
2014
Q1 		– Sell
-3,344
Closed -$204K – 334
2013
Q4 		$204K Buy
+3,344
New +$178K 0.04% 307

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $4.34B AUM 37.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IFC Holdings's EVR Position: Q2 2017 in Review

IFC Holdings sold out of Evercore (EVR) in Q2 2017, closing a stake of 11,667 shares — an estimated $907K sold.

IFC Holdings first reported a position in EVR in Q4 2013 and held it in 3 quarters. The position peaked at $907K in Q1 2017. 296 funds tracked by Wall St. Rank hold EVR as of Q2 2017.

  • IFC Holdings reported no remaining Evercore position as of Q2 2017 after selling out during the quarter.
  • IFC Holdings sold 11,667 Evercore shares in Q2 2017, an estimated $907K.
  • IFC Holdings first reported a position in Evercore in Q4 2013 and held it in 3 quarters.
  • IFC Holdings's Evercore position peaked at $907K in Q1 2017.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q2 2017.

Based on IFC Holdings's 13F filing for Q2 2017, filed 2 Aug 2017.