Irving Magee Investment Management’s Evercore EVR Stock Holding History

Irving Magee Investment Management’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	-171,970	Closed	-$13.4M	–	6
2017 Q1	$13.4M	Hold	171,970	–	–	5.16%	1
2016 Q4	$11.8M	Hold	171,970	–	–	4.58%	1
2016 Q3	$8.86M	Hold	171,970	–	–	4.02%	4
2016 Q2	$7.6M	Buy	171,970 +1	+0%	+$50	3.71%	3
2016 Q1	$8.9M	Sell	171,969 -39	-0%	-$1.86K	4.51%	2
2015 Q4	$9.3M	Hold	172,008	–	–	4.75%	2
2015 Q3	$8.64M	Hold	172,008	–	–	4.5%	3
2015 Q2	$9.28M	Buy	172,008 +1	+0%	+$51	4.04%	2
2015 Q1	$8.89M	Hold	172,007	–	–	3.85%	3
2014 Q4	$9.01M	Buy	172,007 +73	+0%	+$3.65K	4%	2
2014 Q3	$8.08M	Hold	171,934	–	–	3.73%	3
2014 Q2	$9.91M	Hold	171,934	–	–	4.49%	2
2014 Q1	$9.5M	Hold	171,934	–	–	4.31%	3
2013 Q4	$10.3M	Hold	171,934	–	–	4.69%	2
2013 Q3	$8.46M	Hold	171,934	–	–	4.29%	3
2013 Q2	$6.75M	Buy	+171,934	New	+$6.66M	3.72%	4

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.91B AUM 34.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Irving Magee Investment Management's EVR Position: Q2 2017 in Review

Irving Magee Investment Management sold out of Evercore (EVR) in Q2 2017, closing a stake of 171,970 shares — an estimated $13.4M sold.

Irving Magee Investment Management first reported a position in EVR in Q2 2013 and held it in 16 quarters. The position peaked at $13.4M in Q1 2017. 295 funds tracked by Wall St. Rank hold EVR as of Q2 2017.

Irving Magee Investment Management reported no remaining Evercore position as of Q2 2017 after selling out during the quarter.
Irving Magee Investment Management sold 171,970 Evercore shares in Q2 2017, an estimated $13.4M.
Irving Magee Investment Management first reported a position in Evercore in Q2 2013 and held it in 16 quarters.
Irving Magee Investment Management's Evercore position peaked at $13.4M in Q1 2017.
295 funds tracked by Wall St. Rank held Evercore as of Q2 2017.

Based on Irving Magee Investment Management's 13F filing for Q2 2017.