JOYN Advisors’s Evercore EVR Stock Holding History

JOYN 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
2019 Q1	–	Sell	-127	Closed	-$9K	–	516
2018 Q4	$9K	Buy	127 +100	+370%	+$8.21K	﹤0.01%	1016
2018 Q3	$3K	Sell	27 -6	-18%	-$647	﹤0.01%	1334
2018 Q2	$3K	Buy	33 +9	+38%	+$928	﹤0.01%	1291
2018 Q1	$2K	Buy	+24	New	+$2.26K	﹤0.01%	1052

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

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

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

JOYN Advisors's EVR Position: Q1 2019 in Review

JOYN Advisors sold out of Evercore (EVR) in Q1 2019, closing a stake of 127 shares — an estimated $9K sold.

JOYN Advisors first reported a position in EVR in Q1 2018 and held it in 4 quarters. The position peaked at $9K in Q4 2018. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

JOYN Advisors reported no remaining Evercore position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 127 Evercore shares in Q1 2019, an estimated $9K.
JOYN Advisors first reported a position in Evercore in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Evercore position peaked at $9K in Q4 2018.
343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.