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Kalos Management’s Evercore EVR Stock Holding History

Kalos 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
2019
Q3 		– Sell
-9,247
Closed -$661K – 209
2019
Q2 		$661K Buy
9,247
+2,783
+43% +$248K 0.3% 89
2019
Q1 		$588K Sell
6,464
-2,783
-30% -$244K 0.38% 73
2018
Q4 		$661K Buy
9,247
+193
+2% +$15.8K 0.32% 87
2018
Q3 		$910K Buy
9,054
+403
+5% +$43.4K 0.49% 55
2018
Q2 		$912K Buy
+8,651
New +$892K 0.41% 65

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kalos Management's EVR Position: Q3 2019 in Review

Kalos Management sold out of Evercore (EVR) in Q3 2019, closing a stake of 9,247 shares — an estimated $661K sold.

Kalos Management first reported a position in EVR in Q2 2018 and held it in 5 quarters. The position peaked at $912K in Q2 2018. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

  • Kalos Management reported no remaining Evercore position as of Q3 2019 after selling out during the quarter.
  • Kalos Management sold 9,247 Evercore shares in Q3 2019, an estimated $661K.
  • Kalos Management first reported a position in Evercore in Q2 2018 and held it in 5 quarters.
  • Kalos Management's Evercore position peaked at $912K in Q2 2018.
  • 340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on Kalos Management's 13F filing for Q3 2019, filed 14 Nov 2019.