Insight Capital Research & Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-120,011
Closed -$6.63M 134
2014
Q1
$6.63M Buy
120,011
+42,310
+54% +$2.34M 1.53% 21
2013
Q4
$4.65M Buy
+77,701
New +$4.65M 1.04% 32