JMH
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J.M. Hartwell’s Evercore EVR Stock Holding History

J.M. Hartwell’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
2014
Q3 		– Sell
-4,175
Closed -$241K – 99
2014
Q2 		$241K Hold
4,175
– – 0.05% 96
2014
Q1 		$231K Buy
4,175
+175
+4% +$10K 0.05% 89
2013
Q4 		$239K Sell
4,000
-2,175
-35% -$116K 0.05% 89
2013
Q3 		$304K Buy
+6,175
New +$284K 0.07% 90

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

J.M. Hartwell's EVR Position: Q3 2014 in Review

J.M. Hartwell sold out of Evercore (EVR) in Q3 2014, closing a stake of 4,175 shares — an estimated $241K sold.

J.M. Hartwell first reported a position in EVR in Q3 2013 and held it in 4 quarters. The position peaked at $304K in Q3 2013. 213 funds tracked by Wall St. Rank hold EVR as of Q3 2014.

  • J.M. Hartwell reported no remaining Evercore position as of Q3 2014 after selling out during the quarter.
  • J.M. Hartwell sold 4,175 Evercore shares in Q3 2014, an estimated $241K.
  • J.M. Hartwell first reported a position in Evercore in Q3 2013 and held it in 4 quarters.
  • J.M. Hartwell's Evercore position peaked at $304K in Q3 2013.
  • 213 funds tracked by Wall St. Rank held Evercore as of Q3 2014.

Based on J.M. Hartwell's 13F filing for Q3 2014, filed 10 Oct 2014.