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Kanaly Trust’s Evercore EVR Stock Holding History

Kanaly Trust’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
Q3 		– Sell
-85
Closed -$4K – 914
2016
Q2 		$4K Sell
85
-11
-11% -$548 ﹤0.01% 671
2016
Q1 		$5K Sell
96
-10
-9% -$478 ﹤0.01% 654
2015
Q4 		$6K Sell
106
-47
-31% -$2.54K ﹤0.01% 633
2015
Q3 		$8K Buy
+153
New +$8.38K ﹤0.01% 569

Other funds holding EVR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kanaly Trust's EVR Position: Q3 2016 in Review

Kanaly Trust sold out of Evercore (EVR) in Q3 2016, closing a stake of 85 shares — an estimated $4K sold.

Kanaly Trust first reported a position in EVR in Q3 2015 and held it in 4 quarters. The position peaked at $8K in Q3 2015. 225 funds tracked by Wall St. Rank hold EVR as of Q3 2016.

  • Kanaly Trust reported no remaining Evercore position as of Q3 2016 after selling out during the quarter.
  • Kanaly Trust sold 85 Evercore shares in Q3 2016, an estimated $4K.
  • Kanaly Trust first reported a position in Evercore in Q3 2015 and held it in 4 quarters.
  • Kanaly Trust's Evercore position peaked at $8K in Q3 2015.
  • 225 funds tracked by Wall St. Rank held Evercore as of Q3 2016.

Based on Kanaly Trust's 13F filing for Q3 2016, filed 8 Nov 2016.