INR Advisory Services’s Evercore EVR Stock Holding History

INR Advisory Services’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 Q3	–	Sell	-106	Closed	-$7K	–	71
2017 Q2	$7K	Buy	106 +21	+25%	+$1.53K	﹤0.01%	52
2017 Q1	$7K	Buy	+85	New	+$6.6K	﹤0.01%	54

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

INR Advisory Services's EVR Position: Q3 2017 in Review

INR Advisory Services sold out of Evercore (EVR) in Q3 2017, closing a stake of 106 shares — an estimated $7K sold.

INR Advisory Services first reported a position in EVR in Q1 2017 and held it in 2 quarters. The position peaked at $7K in Q2 2017. 296 funds tracked by Wall St. Rank hold EVR as of Q3 2017.

INR Advisory Services reported no remaining Evercore position as of Q3 2017 after selling out during the quarter.
INR Advisory Services sold 106 Evercore shares in Q3 2017, an estimated $7K.
INR Advisory Services first reported a position in Evercore in Q1 2017 and held it in 2 quarters.
INR Advisory Services's Evercore position peaked at $7K in Q2 2017.
296 funds tracked by Wall St. Rank held Evercore as of Q3 2017.

Based on INR Advisory Services's 13F filing for Q3 2017, filed 9 Nov 2017.