KCM
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Kames Capital Management’s Evercore EVR Stock Holding History

Kames Capital 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
2014
Q4 		$833K Hold
15,901
– – 0.02% 160
2014
Q3 		$748K Hold
15,901
– – 0.02% 166
2014
Q2 		$916K Sell
15,901
-1,658
-9% -$91K 0.03% 159
2014
Q1 		$970K Hold
17,559
– – 0.03% 159
2013
Q4 		$1.05M Buy
+17,559
New +$935K 0.03% 153

Other funds holding EVR

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kames Capital Management's EVR Position: Q4 2014 in Review

Kames Capital Management held its Evercore (EVR) position steady in Q4 2014 at 15,901 shares worth $833K. The position accounts for 0.02% of the portfolio, ranked #160.

Kames Capital Management first reported a position in EVR in Q4 2013 and has held it in 5 quarters since. The position peaked at $1.05M in Q4 2013. 195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

  • Kames Capital Management held 15,901 shares of Evercore worth $833K as of Q4 2014.
  • Kames Capital Management left its Evercore share count unchanged in Q4 2014.
  • Evercore made up 0.02% of Kames Capital Management's portfolio in Q4 2014, its #160 holding.
  • Kames Capital Management first reported a position in Evercore in Q4 2013 and has held it in 5 quarters since.
  • Kames Capital Management's Evercore position peaked at $1.05M in Q4 2013.
  • 195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Kames Capital Management's 13F filing for Q4 2014, filed 3 Feb 2015.