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Independent Portfolio Consultants’s Evercore EVR Stock Holding History

Independent Portfolio Consultants’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 		$12K Sell
175
-440
-72% -$32K 0.01% 679
2017
Q1 		$48K Sell
615
-235
-28% -$18.2K 0.02% 561
2016
Q4 		$58K Hold
850
– – 0.02% 528
2016
Q3 		$44K Sell
850
-315
-27% -$15.8K 0.01% 565
2016
Q2 		$51K Sell
1,165
-15
-1% -$747 0.02% 543
2016
Q1 		$61K Sell
1,180
-195
-14% -$9.32K 0.02% 546
2015
Q4 		$74K Hold
1,375
– – 0.02% 522
2015
Q3 		$69K Sell
1,375
-40
-3% -$2.19K 0.02% 535
2015
Q2 		$76K Sell
1,415
-5
-0.4% -$255 0.02% 551
2015
Q1 		$73K Sell
1,420
-35
-2% -$1.78K 0.01% 546
2014
Q4 		$76K Sell
1,455
-5,920
-80% -$296K 0.02% 564
2014
Q3 		$347K Sell
7,375
-375
-5% -$19.4K 0.09% 362
2014
Q2 		$447K Buy
7,750
+350
+5% +$19.2K 0.13% 268
2014
Q1 		$408K Buy
7,400
+490
+7% +$28K 0.13% 299
2013
Q4 		$413K Sell
6,910
-510
-7% -$27.1K 0.14% 297
2013
Q3 		$365K Buy
7,420
+240
+3% +$11K 0.15% 303
2013
Q2 		$282K Buy
+7,180
New +$278K 0.13% 348

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 $3.37T AUM 44.26% 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

Independent Portfolio Consultants's EVR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Evercore (EVR) stake by 72% in Q2 2017, selling an estimated $32K and leaving 175 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #679.

Independent Portfolio Consultants first reported a position in EVR in Q2 2013 and has held it in 17 quarters since. The position peaked at $447K in Q2 2014. 296 funds tracked by Wall St. Rank hold EVR as of Q2 2017.

  • Independent Portfolio Consultants held 175 shares of Evercore worth $12K as of Q2 2017.
  • Independent Portfolio Consultants sold 440 Evercore shares in Q2 2017, an estimated $32K.
  • Evercore made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #679 holding.
  • Independent Portfolio Consultants first reported a position in Evercore in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Evercore position peaked at $447K in Q2 2014.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.