K.J. Harrison & Partners’s Evercore EVR Stock Holding History

K.J. Harrison & Partners’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
2015 Q3	–	Sell	-7,500	Closed	-$405K	–	154
2015 Q2	$405K	Hold	7,500	–	–	0.12%	140
2015 Q1	$387K	Hold	7,500	–	–	0.11%	141
2014 Q4	$393K	Buy	7,500 +2,500	+50%	+$125K	0.11%	127
2014 Q3	$235K	Hold	5,000	–	–	0.07%	144
2014 Q2	$288K	Hold	5,000	–	–	0.08%	137
2014 Q1	$275K	Hold	5,000	–	–	0.08%	142
2013 Q4	$318K	Hold	5,000	–	–	0.09%	124
2013 Q3	$246K	Buy	+5,000	New	+$230K	0.09%	126

Other funds holding EVR

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

K.J. Harrison & Partners's EVR Position: Q3 2015 in Review

K.J. Harrison & Partners sold out of Evercore (EVR) in Q3 2015, closing a stake of 7,500 shares — an estimated $405K sold.

K.J. Harrison & Partners first reported a position in EVR in Q3 2013 and held it in 8 quarters. The position peaked at $405K in Q2 2015. 205 funds tracked by Wall St. Rank hold EVR as of Q3 2015.

K.J. Harrison & Partners reported no remaining Evercore position as of Q3 2015 after selling out during the quarter.
K.J. Harrison & Partners sold 7,500 Evercore shares in Q3 2015, an estimated $405K.
K.J. Harrison & Partners first reported a position in Evercore in Q3 2013 and held it in 8 quarters.
K.J. Harrison & Partners's Evercore position peaked at $405K in Q2 2015.
205 funds tracked by Wall St. Rank held Evercore as of Q3 2015.

Based on K.J. Harrison & Partners's 13F filing for Q3 2015, filed 28 Oct 2015.