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JNBA Financial Advisors’s Evercore EVR Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-190
Closed -$10K – 754
2016
Q3 		$10K Buy
+190
New +$9.55K ﹤0.01% 1013

Other funds holding EVR

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Wellington Management Group
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BIT
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JNBA Financial Advisors's EVR Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Evercore (EVR) in Q4 2016, closing a stake of 190 shares — an estimated $10K sold.

JNBA Financial Advisors first reported a position in EVR in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 268 funds tracked by Wall St. Rank hold EVR as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Evercore position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 190 Evercore shares in Q4 2016, an estimated $10K.
  • JNBA Financial Advisors first reported a position in Evercore in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Evercore position peaked at $10K in Q3 2016.
  • 268 funds tracked by Wall St. Rank held Evercore as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.